Intermediary Sales - Regional Consultant, Western Region

Role Description

The Internal Sales Consultant will work in partnership with the Regional Directors and will focus on all private markets opportunities in the private wealth channel within the respective regions in conjunction with their generalist counterparts. They will focus primarily on call campaigns, meetings, and additional virtual mediums to help Regional Directors build their businesses and increase AUM. They will strategically manage their territory by providing insight, advice, practice management ideas and product updates to registered representatives.

Key Responsibilities

• Work in partnership with specified Regional Directors to develop and maintain relationships across private wealth channel within the respective regions in order to drive sales and AUM growth
• Aid in developing and implementing business plans to manage territories in the most efficient and impactful manner, including ongoing management of sales pipeline and utilizing data/analytics to facilitate target marketing
• Efficiently utilize analytic tools to supplement presentations with financial advisors
• Maintain constant and open communication with Regional Directors to ensure maintenance of daily activities and meeting/call notes in CRM
• Generate and maintain continuous touchpoints by email, phone, and in-person with clients to build rapport, trust, and connectivity; assist with client service inquiries and requests, including leading update calls
• Participate in internal roundtable discussions and feedback sessions, increasing industry knowledge and product expertise

Skills And Experience

• At least 3 years of relevant sales experience within the private markets space and existing relationships with clients, including relevant experience in selling products in the private markets / alternatives universe
• 3+ years of sales experience within private markets with a strong proficiency in both the issues they face and industry trends more generally
• Comprehensive understanding of financial investment strategies, including a depth of expertise across alternative assets classes in both private and registered structures (interval funds, BDCs, REITs)
• Demonstrated track record of success raising assets and increasing market presence within the private markets
• Excellent communication skills, both written and verbal
• Strong organizational skills and an ability to prioritize targets and handle a busy calendar of client meetings
• Strong interpersonal and relationship-building skills, being comfortable in a small team, highly entrepreneurial environment – team players who contribute to a thriving team culture
• Ability to work in a changing, fast-paced, high-activity environment, with enthusiasm and a positive attitude

Qualifications

• Bachelor’s degree or equivalent, in Economics, Finance, or related field
• CAIA/CFA/CIMA preferred

Pay And Benefits

base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave).