• National Deposit Sales Officer

    Raymond James Financial, Inc. (IL)


    Job Description

    **Job Title:** National Deposit Sales Officer

    **Department:** Private Bank

    **Location:** US Remote with National Travel

    Summary of the Position:

    The National Deposit Sales Officer is responsible for initiating and growing Bank deposit relationships with financial institutions, corporations, universities/endowments, and government entities that are located nationally and have a focus on fund management and administration. Successful candidates will have a familiarity with cash management products and services in order to understand needs of potential clients and identify opportunities to provide appropriate deposit solutions. The position will require extensive national travel (typically 2-3 days per week on average).

    Primary Functions of the Position:

    + Develop and cultivate a viable pipeline of prospective cash management clients

    + Achieve annual deposit goals by calling on and cultivating relationships with Financial Institutions (Brokers / Dealers, Institutional Trading Portals, Fund Manager and Fund Administration operating platforms), Corporations, Universities / Endowments, and Government entities

    + Expand client relationships in order to grow existing deposits

    + Attend and speak as a subject matter expert at industry events

    + Attend sales meetings and trainings to keep abreast of cash management product and industry developments

    + Participate in and contribute to Company product and sales and marketing planning meetings

    + Work closely with internal teams to collaboratively manage client relationships

    + Use company sponsored CRM to maintain prospect / client contact database and to track and report ongoing sales efforts

    Education and Experience Requirements:

    + Bachelor’s Degree in Finance or related field( preferred)

    + Minimum 5 years of financial product sales experience

    + Proximity to a major airport and the ability to travel extensively within the US

    + Institutional Cash Management sales experience preferred

    Essential Skills and Abilities:

    + Familiarity with Banking, Broker/Dealer and Fund administration operating platforms

    + Network experience with Financial Services firms

    + Strong consultative selling skills

    + Excellent communication and presentation skills are essential

    + Strong territory and time management skills

    Education

    Bachelor’s: Business Administration, Bachelor’s: Marketing

    Work Experience

    General Experience - 6 to 10 years

     

    Certifications

     

    Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

     

    Salary Range

     

    $100,000.00-$175,000.00

     

    Travel

     

    Workstyle

     

    Remote

     

    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's 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.