обновлено 13 дней назад
Internal Market Consultant (Financial Services)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Internal Market Consultant (Financial Services): Managing intermediary client partnerships and developing new relationships through consultative sales, portfolio analysis, and targeted financial communications with an accent on capital markets, investment products, and client engagement. Focus on leading advisor consultations, using territory and CRM data to prioritize outreach, coordinating specialist teams, and supporting client meetings and industry events.
Location: Atlanta, Georgia, United States; hybrid schedule with at least four full days per week in an office
Company
is an independent global investment firm providing investment strategies and vehicles to clients worldwide.
What you will do
- Manage trusted relationships with intermediary clients, develop prospective-client relationships, and support revenue and profitability goals.
- Implement territory plans, analyze client needs, increase wallet share, and deliver a total client experience.
- Lead consultative calls, webinars, and meetings with financial advisors and other licensed professionals.
- Use portfolio analytics, territory analysis, and data to identify investment solutions and prioritize outreach.
- Create targeted digital communications covering thought leadership, practice management, and capital market insights.
- Coordinate specialist teams, document client interactions in the CRM system, and travel within the territory for meetings and industry events.
Requirements
- 2–5 years of consultative selling experience in financial services preferred.
- College degree or equivalent experience required.
- FINRA Series 7 and Series 63/65 or 66 licenses required, with a defined period to obtain any missing licenses.
- Understanding of, or strong interest in learning about, capital markets, mutual funds, ETFs, investment solutions, and economic factors.
- Strong listening, presentation, interpersonal, analytical, and client-service skills.
- Consultative, client-first approach with high integrity, a growth mindset, and a business-owner mentality.
Nice to have
- MBA, CFA, CFP, or CIMA qualification.
Culture & Benefits
- Hybrid workplace model with at least four office days per week.
- Flexible paid time off.
- 401(k) matching of 100% up to the first 6%, plus a discretionary supplemental contribution.
- Health and wellbeing benefits, parental leave, and an employee stock purchase plan.
- Comprehensive training covering consultancy, leadership, investment communication, technical knowledge, and product and industry expertise.
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