Regional Investment Consultant - Upstate New York

Location: Owings Mills, Maryland; full-time remote work is eligible for this role. The territory is Upstate New York.

Base salary: $144,000–$261,000 annually, depending on location, experience, and skills.

Company

Global asset management organization providing equity, fixed income, multi-asset, and investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Develop sales and relationship-building strategies for broker-dealer partnerships and strategic prospects.
• Identify, qualify, and develop trusted-advisor relationships with large and complex clients.
• Coordinate tailored presentations, proposals, and sales opportunities across global business units.
• Manage key client relationships, resolve issues, ensure compliance, and mitigate operational risk.
• Analyze complex performance indicators, data, trends, plan changes, and competitive offerings.
• Negotiate with high-profile clients and create sales approaches and materials for broader business-unit use.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 10+ years of relevant work experience.
• FINRA Series 7 and 66 licenses are required and supported for this role.
• Experience advising clients on multiple investment products and managing complex sales relationships.
• Ability to analyze sales performance, trends, strategies, and highly complex data.

Nice to have

• Strong relationships with wirehouses, independent broker-dealers, and regional broker-dealers.
• Working knowledge of broker-dealer product platforms.
• CFA, CFP, CIMA, or MBA.

Culture & Benefits

• Full-time remote eligibility for this role.
• Annual bonus eligibility and competitive compensation.
• Retirement plan, health and wellness benefits, and online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.
• Inclusive workplace focused on equal opportunity and diversity of thought.