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National Deposit Sales Officer

Raymond James Financial

Raymond James Financial

Sales & Business Development
Illinois, USA · Remote
USD 100k-175k / year
Posted on Jun 30, 2025

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.