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Institutional Fiduciary Solutions Consultant

Raymond James

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Location:
United States , Saint Petersburg

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Provide insights and make recommendations to optimize new product launches, distribution, shelving, price and promotional mix by analyzing marketing and customer data. Analyze and assess product performance to develop enhanced product plans and promotions. Serve as a resource to Financial Advisors (FAs) and their clients regarding qualified and nonqualified retirement plans, as well as, institutional investment consulting issues which may include plan design review, investment policy consultation, regulatory updates, plan reviews , proposal management, product analysis, asset allocation analysis, investment & investment manager and vendor selection.

Job Responsibility:

  • Responds to FA questions by telephone, email and occasional personal visits
  • Serves as a resource for FAs for plan analysis or comprehensive solutions for their institutional clients and prospects
  • Provides plan design review and third party plan administration recommendations
  • Assists in development of investment policy statements
  • Evaluates overall individual and employer-based retirement needs, researches various options, and provides plan alternatives
  • Evaluates client and prospect investment processes and investments and create detailed analysis and recommendations for investment implementation
  • Provides regulatory updates
  • Researches and provides recommendations related to vendor selection
  • performs some due diligence of vendors
  • Conducts research as needed
  • requests guidance when appropriate
  • Creates plan alternatives using proprietary and third party software packages and provides general technical support to users of the software
  • Designs and prepares presentations that clearly communicate the recommendations and alternatives
  • May participate in the client presentations
  • May assist in the creation of presentations and be an instructor in various training programs attended by FAs
  • Performs other duties and responsibilities as assigned

Requirements:

  • Bachelor’s degree (B.A.) in a related field with zero (0) to two (2) years of experience in the financial, retirement and estate planning field or in marketing these services
  • Any equivalent combination of experience, education, and/or training as approved by Human Resources
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7 or ability to obtain within one (1) year of hire
  • Life Insurance license or ability to obtain within one (1) year of hire
  • Series 66 or ability to obtain within two (2) years of hire
  • Chartered Retirement Plan Specialist (CRPS) designation or ability to obtain within one (1) year of hire
  • Knowledge of Economic and accounting principles and practices, the financial markets, investments and insurance based products
  • Knowledge of Investment governance issues relating to Foundations, Endowments, as well as, Retirement Plans
  • Knowledge of Concepts and regulations related to retirement plans
  • Skill in Operating standard office equipment and using required software applications
  • Skill in Organizational and time management
  • Skill in Detailed orientation
  • Skill in Following-up to ensure resolution and completion of tasks
  • Ability to incorporate the retirement needs and goals of a client into a presentation
  • Ability to read and interpret technical and legal documents
  • Ability to organize, manage and track multiple detailed tasks
  • Ability to use oral and written communication skills
  • Ability to provide a high level of customer service
  • Ability to establish and maintain effective working relationships
  • Ability to work independently as well as collaboratively

Additional Information:

Job Posted:
March 10, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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