13 дней назад
Regional Investment Consultant (Investment Management)
144 000 - 261 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Investment Consultant (Investment Management): Driving sales growth, advisor relationships, and market share across a designated territory with an accent on investment solutions, consultative selling, and financial advisor partnerships. Focus on developing territory business plans, converting new business, presenting portfolio solutions, and navigating competitive and regulatory developments.
Location: Greater Baltimore, Maryland; must be based in the geographical territory. The role is eligible for full-time remote work.
Base salary: $144,000–$261,000 annually, depending on location, experience, and skills.
Company
is a global asset management organization providing equity, fixed income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.
What you will do
- Develop and execute territory business plans to drive sales, asset growth, and market share.
- Build relationships with financial advisors, broker-dealers, and key decision-makers.
- Identify, prospect, and convert new business while expanding existing client relationships.
- Deliver investment insights, business solutions, market expertise, and customized client presentations.
- Partner with investment, product, marketing, and relationship management teams.
- Monitor industry, competitive, and regulatory developments while ensuring compliance with firm policies.
Requirements
- 10+ years of relevant work experience.
- Active FINRA Series 7 and Series 66 licenses; FINRA licensing support is available for this role.
- Strong consultative selling, presentation, and negotiation skills.
- Established relationships with wirehouse, independent, and regional broker-dealer advisors.
- Demonstrated success growing advisor relationships and achieving or exceeding sales goals.
- Must be based in the geographical territory in which the role is located.
Nice to have
- At least five years of experience wholesaling to financial advisors in the posted territory.
- CFA, CFP®, CIMA®, MBA, or another professional designation or advanced degree.
- Experience representing a broad range of investment products and portfolio solutions.
Culture & Benefits
- Competitive compensation and annual bonus eligibility.
- Generous retirement plan.
- Health and wellness benefits, including online therapy.
- Paid time off for vacation, illness, medical appointments, and volunteering.
- Family care resources, including fertility and adoption benefits.
- Flexible work arrangements, including full-time remote eligibility for this role.
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