AMS Solutions Specialist

Summary Job Description This position follows a hybrid work model, with an expectation to be in the office 3 days per week at the St. Petersburg, FL Corporate Office location. The AMS Solutions Specialist plays a key role in supporting asset management sales efforts by leveraging wealth management technology and delivering high-quality advisor support. This entry-level position partners closely with Asset Management Services (AMS) consultants and internal sales teams to provide analysis, generate proposals, and assist financial advisors in utilizing the firm’s technology to enhance their investment practices. This role combines sales support, technical proficiency, and advisor engagement. The specialist will interact directly with financial advisors via phone, Zoom, email, and occasional in-person meetings, helping them navigate portfolio construction tools, proposal generation systems, investment screeners, and tax-efficient (tax alpha) strategies. Success in this role requires strong attention to detail, the ability to prioritize multiple requests in a fast-paced environment, and a passion for delivering an excellent advisor experience. Essential Duties and Responsibilities: Support asset management sales initiatives by preparing reports, analyses, and client-ready proposals Partner with AMS consultants and internal sales teams to fulfill inbound advisor requests and ongoing project work Serve as a primary point of contact for advisor inquiries via phone, email, and virtual meetings Utilize wealth management technology tools including portfolio construction, proposal generation, investment screeners, and tax alpha tools Assist in demonstrating platform capabilities and generating outputs for advisor use Educate and guide advisors on effective platform usage Provide guidance on analytic technology of investment accounts (mutual funds, ETFs, managed accounts, SMAs, UMAs) Collaborate on presentations and materials for meetings and events Build and maintain advisor relationships Support advisor business development Participate in internal and local advisor events Manage multiple priorities in a fast-paced environment Knowledge of: Investment concepts, markets, and asset allocation Portfolio construction principles and products Wealth management technology tools Advisor workflows and sales cycles Microsoft Office applications Skill in: Communication with advisors Learning new technologies Data analysis and reporting Time management and prioritization Relationship building Ability to: Train advisors on technology Handle inquiries professionally Manage competing priorities Work independently and in teams Adapt to changing needs Demonstrate initiative Education / Previous Experience Requirements Bachelor’s degree in Finance, Business, Economics, or related field 1–2 years of relevant experience preferred Licenses / Certifications Series 7 license required or must be obtained within six (6) months of hire Travel Limited travel for internal events and local advisor meetings Education Bachelor’s (Required) Work Experience General Experience - 13 months to 3 years Certifications Travel Less than 25% Workstyle Hybrid The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.     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,