Assoc Dir, Institutional Sales

Raymond James Financial, Inc • Full-time • Saint Petersburg, FL, US • $130.10k - $173.47k / year • 3w ago

Job Summary

Under direction from the Regional Director, uses extensive knowledge and skills obtained through education and experience to assist with the design and implementation of a sales strategy to raise capital for investments in affordable housing multifamily developments through the LIHTC program or Preservation investments. Work closely with the Regional Director to identify appropriate investment opportunities for existing investors and prospect for new potential investors, primarily mid and large banks. Present investment opportunities to investors to secure their commitment and support the investor due diligence and closing process for proprietary and multi-investor funds.

Essential Duties and Responsibilities
• Collaborate with the Regional Director to design and implement and capital raising strategy for the East Region
• Secure investment commitments from assigned investor
• Support the diligence process by being responsive to investor questions and ensure required diligence materials are complete and accurate
• Complete required deliverables and internal paperwork for investor closing
• Maintain investor pipelines and lead investor pipeline calls as assigned
• Prospect for new investors as assigned by the Regional Director
• Regularly update the contact management database
• Report on progress to internal stakeholder
• Travel to industry events to meet with investor and prospect
• Coordinate with all investor stakeholders such as equity officer, credit, lenders, underwriters, asset management, etc.
• Performs other duties and responsibilities as assigned

Qualifications:

Knowledge, Skills, and Abilities

Knowledge of
• Company's working structure, policies, mission and strategies.
• Advanced concepts, principles and practices of marketing and sales aspects.
• Corporate finance, sales, and relationship building principles.
• Basic accounting principles.

Skill in
• Identifying the needs of customers through effective questioning and listening technique
• Interpreting and applying policies and procedures.
• Detail orientation to ensure quality standards are met without impairing work flow.
• Preparing management reports.
• Identifying trends and implementing appropriate corrective action.
• Follow-up to ensure resolution and completion of tasks.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to
• Effectively market the company and show resilience through the prospecting process.
• Work independently, make non-routine decisions and resolve moderately complex accounting problems.
• Communicate effectively, both orally and in writing, with all organizational levels, including senior management.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
• Balance conflicting resource and priority demands.
• Partner with other functional areas to accomplish objectives.
• Work independently as well as collaboratively within a team environment.
• Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.

Educational/Previous Experience Requirements

Education/Previous Experience
• Bachelor's Degree (B.A.) in Finance or related field and a minimum eight (8) years of experience in the financial services industry with demonstrated sales experience with institutional clients.
• OR ~
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications
• None required.

Raymond James Guiding Behaviors

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 outcome
• 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