Raymond James Product Specialist I in Tampa, Florida

Job Summary:

Under general direction uses knowledge and skills obtained through education and experience to maximize sales by creating new and managing existing relationships with financial advisors/brokers and agents to generate departmental asset growth. Ensures that advisors are kept up to date on the latest platform and product enhancements.

Essential Duties and Responsibilities:

  • Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings that may include branch visits, seminars and conferences/trade shows.

  • Fields incoming calls on available products and services.

  • Stays abreast of all program changes and product specifics and communicates changes.

  • Maintains open communication with internal resources and clients through all phases of the sales process.

  • Works closely with assigned internal partner to deliver sales goals by identifying and fostering leads.

  • Works with staff to develop and implement territory/national sales and marketing strategies.

  • Creates proposals for prospective broker/dealers or clients.

  • Assists in the creation of reports and or databases as needed.

  • Manages expense account within allotted budget.

  • Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

  • Fundamental concepts, principles and practices of the securities industry and asset management products.

  • Principles of finance and broker/dealer operations.

  • Financial markets and products.

  • Company's working structure, policies, mission, and strategies.

Skill in:

  • Identifying the needs of customers through effective questioning and listening techniques.

  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

  • Analyzing business processes and identifying process improvement opportunities.

  • Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.

  • Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.

  • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

  • Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client's at all organizational levels.

  • Develop and maintain effective working relationships with team members, internal partners, and external parties.

  • Absorb and effectively communicate knowledge on complex investment offerings.

  • Assimilate and prioritize strategies into operational guidelines.

  • Establish clear directions and priorities and address concerns or challenging questions when they arise.

  • Organize, prioritize, and manage tasks and projects to complete work efficiently.

  • Represent in a highly professional manner.

  • Effectively market the company and show resilience through the prospecting process.

  • Work independently as well as collaboratively within a team environment.

  • Travel frequently with little advance notice.

  • Identify problems, gather facts, and develop solutions.

Educational/Previous Experience Requirements:

Associate's Degree in related field and/or one (1) year financial industry related experience and/or training; or equivalent of education and experience.


Any equivalent combination of experience, education, and/or training approved by Human Resources.


FINRA Series 7and the ability to obtain other necessary license(s) within six (6) months of hire.

Job: *Business Development

Organization: *Asset Management Services

Title: Product Specialist I

Location: FL-Tampa-St. Petersburg

Requisition ID: 1602492