• Responsibilities:
• + The Taft-Hartley Institutional Sales Specialist will be responsible for managing a significant portion of RJIM's affiliate consultant relations efforts, including headquarters and field offices.

+ Coordination, collaboration, and communication with RJIM's Client Portfolio Management, Institutional Sales, and each affiliate will be essential to the role.

+ Manage relationships with investment consultant research staff and field consultants.

+ Develop and execute a sales plan detailing which capabilities to present to each assigned consulting firm, with an emphasis on new ratings and existing client relationships.

+ Identify and pursue new business opportunities with Taft-Hartley plan sponsors, lead business development meetings, and close sales to institutional accounts.

+ Develop relationships with prospective labor and management trustees of Taft-Hartley Funds/Union Funds, Fund Administrators, and Fund professionals.

+ Build and develop relationships with Taft-Hartley client trustees and Fund professionals

+ Attend Taft-Hartley industry related, regional, and trade specific conferences, conventions, and events.

+ Attend client review meetings at the request of the Fund or the Investment Consultant.

+ Provide Institutional Sales and Affiliates with comprehensive call notes and market feedback, both positive and negative—on affiliate products and industry trends.

+ Provide Institutional Sales and Affiliates with comprehensive call notes and market feedback—both positive and negative—on affiliate products and industry trends.

+ Serve as a trusted advisor and intellectual contributor to the institutional community.

+ Collaborate with the institutional sales team to define research meeting agendas and prepare materials for impactful consultant presentations.

+ Ensure proper maintenance of the CRM system.

+ Review RFPs for potential clients.

+ Perform additional duties and responsibilities as assigned.

• Knowledge of:
• + Company's working structure, policies, mission and strategies. + Advanced concepts, principles and practices used in the securities industry. + Advanced concepts, principles and practices of marketing and sales aspects. + Institutional investment management products.
• Skill in:
• + Identifying the needs of customers through effective questioning and listening techniques.

+ Detail orientation to ensure quality standards are met without impairing work flow.

+ Identifying trends and communicating to management.

+ 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.

+ 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.

• Education/Previous Experience:
• + Bachelor's Degree (B.

A.) in Finance or Business with at least 10 years of experience working in asset management and at least 5 years of experience working in a consultant relations role for a multi-capability institutional investment management firm.

+ The ideal candidate must have a proven and measurable track record of gaining product ratings, getting into searches, and generating AUM and revenue through investment consultants and plan sponsors.

+ Extensive knowledge of the investment management industry with a comprehensive understanding of investment consultants and their institutional clients.

• Licenses/Certifications:
• SIE required provided that an exemption or grandfathering cannot be applied. + FINRA Series 7 License.
• Travel:
• Yes, 75 % of the Time