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External Wholesaler - Raymond James Investment Management - Remote / Ohio

at Raymond James

Mid LevelNo visa sponsorshipTech Sales

Posted 9 hours ago

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Compensation

Not specified

Currency: Not specified

City

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Country

United States

"Lead Raymond James' external wholesaling efforts as a remote-based or Ohio-located **External Wholesaler**. Drive growth by fostering relationships with financial advisors, managing territory, and presenting RIA & DCIO offerings. Proven **investment management** experience (5+ years), **sales** background, and **RIA/DCIO** knowledge required. Build & refine strategic plans, conduct sales meetings, and analyze market data using CRM & sales performance tools."