Portfolio Specialist – Asset Management Service

Job Description Summary

Job Description

We are seeking a dynamic and motivatedInternal Sales Representativeto join our growing Investment Solutions this role you will be the driving force behind building and nurturing relationships with financial advisors wealth managers and institutional clients. Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their financial goals.

Key Responsibilities

• Proactively engage with financial professionals via phone email virtual meetings and in-person to promote investment products.

• Partner with external partners to develop and execute territory sales strategies.

• Educate clients on product features market trends and portfolio positioning.

• Maintain a deep understanding of our investment offerings including mutual funds ETFs model portfolios & Separately Managed Accounts (SMAs).

• Track and report on sales activity using CRM tools.

• Provide exceptional service and support to clients ensuring a seamless sales experience.

Skill in:

• Strong communication presentation and relationship-building skills.

• Passion for financial markets and investment strategies.

• Self-starter with a collaborative mindset and goal-oriented attitude.

What We Offer:

• Competitive base salary performance-based incentives.

• Comprehensive benefits package (health dental 401(k) etc.).

• Ongoing training and professional development.

• A supportive inclusive and high-performance culture.

• Opportunities for career advancement within a leading investment firm

Education

Work Experience

Certifications

Travel

Workstyle

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms core values of client-first integrity independence and a conservative long-term view.

We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture we honor value and respect the uniqueness experiences and backgrounds of all of our Associates. When associates bring their best authentic selves our organization clients and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.