Director, Practice Consulting and Advisor Education/Manager

Position Specifications

• Bachelor degree required; Degree in Business, Marketing, Finance or Economics preferred
• Minimum 10 years of financial services experience in Sales, Marketing or related field required
• Experience presenting to clients/advisors required; Experience designing and delivering “practice consulting” programs to financial advisors preferred
• Experience collaborating and leading cross functional teams required
• Experience creating content, conducting research, and writing marketing collateral and/or white papers preferred
• Subject matter knowledge of topics relevant to financial advisors preferred
• Must possess or obtain FINRA Series 7 and Series 66 licenses

Major Duties

• Maintain deep awareness of industry trends, best practices, behavioral finance insights, and competitive intelligence to inform content strategy and consulting services.
• Research new content ideas and make recommendations to Senior Sales Management on content topics to be developed. Regularly conduct a comprehensive review of the content currently available in the industry. Regularly conduct a review of our content to determine when a refresh is needed and when a new topic needs to be developed.
• Congduct research on content via various sources including consulting industry publications and websites, attending partner firm’s and industry conferences and utilizing consulting partners to identify emerging themes and best practices.
• Act as a strategic consultant to collaborate with and obtain input from internal departments to identify content topics that meet the needs of clients. Examples include Client Acquisition, Succession Planning, Using AI, Structuring Teams/Business.
• Lead the development of original, research-backed content, including presentations, articles, whitepapers, blog posts, newsletters, and social media posts focused on industry trends, best practices and professional development for financial advisors.
• Develop and maintain a collection of best practices for content topics.
• Collaborate with Marketing to finalize content to ensure consistency with FHI brand standards and to disseminate content via Seismic, Hubspot, the FHI website and via blog posts.
• Develop knowledge of practice consulting content topics to serve as the Subject Matter Expert (SME) for the company and clients.
• Work in close collaboration with partner firms’ advisors and home offices as well as internal departments, including intermediary sales, global accounts, research consultants, product and marketing, compliance, and subject matter experts to ensure content aligns with the client's goals and partner firm’s requests and initiatives.
• Work with Sales colleagues to schedule and secure client engagements. Provide in-person and virtual client consultations and training to Federated Hermes’ top clients and prospects.
• Serve as public-facing ambassador for Federated Hermes, delivering thought leadership at industry conferences, webinars, virtual workshops, client events, and online training sessions, with a proven ability to engage large audiences and influence advisor sentiment.

Hours/Location

• 8:30 a.m. - 5:00 p.m. (overtime as required)
• Location: Remote locations east of Chicago, Illinois; Pittsburgh, Pennsylvania preferred
• Federated Hermes Tower – Pittsburgh, PA 15222

Explanatory Comments

• Public speaking and presentation skills
• Ability to consult with clients in a variety of settings and understand their needs
• Excellent written and oral communication skills
• Excellent interpersonal skills
• Must be available to work core business hours and irregular hours
• Travel required

Pay

• The annual base salary range for the position is $100,000 - $250,000.

Schedule

• Commencement Date: 03/10/2025

Minor Metadata

We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.

Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, pregnancy, sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any local, state or federal law applicable to Federated Hermes. As part of the firm’s equal employment opportunity statement, Federated Hermes will also comply with applicable government contractor obligations, including ensuring veterans and qualified people with disabilities are considered for employment and promotional opportunities consistent with current federal, state and local laws and regulations.

To review Federated Hermes’ California Privacy Notice go to https://www.federatedinvestors.com/corporate/careers.do and select CA Applicant Notice.