Internal Advisor Consultant

About the role

The Internal Advisor Consultant serves a critical function within sales distribution of the Financial Institutions Group. The team focuses on strengthening existing advisor relationships, identifying new business opportunities, and contributing to overall sales objectives.

Responsibilities

• Work as a partner with Regional Consultants to develop, maintain, and expand relationships to drive sales in your territories for separate accounts, mutual funds, closed end funds, and alternative investments.
• Develop new business within the territory by calling on Financial Advisors and providing sales/marketing information, completing requests for follow up information, and maintaining contact to provide timely updates on products and new ideas/offerings.
• Handle incoming phone calls as it relates to product information and account/operational issues and provide solutions in a timely manner and professional manner.
• Have a strategy for initiating outbound calls including scheduling calls, “thank you” calls, targeted campaign calls, and portfolio reviews.
• Engage in planning and business development using a consistent sales process to drive sales and strengthen relationships within territories.
• Proactively support team initiatives and complete special projects and other duties.
• Partner with other teams within the Financial Institutions Group to support our sales distribution efforts.
• Provide sales meeting preparation and follow-up for the Regional Consultant.

Requirements

• 2-4 years of financial services industry experience.
• Strong knowledge of capital markets as well as mutual funds, separate accounts, closed end funds, ETFs, and alternative investments.
• Strong organization skills with the ability to manage multiple tasks.
• Excellent verbal, written, and presentation skills.
• Proven selling and relationship-building skills.
• Self-starter and self-motivated person who also excels working in a team environment.
• FINRA series 7 & 63 strongly preferred.
• Strong computer skills, including MS Word, PowerPoint, and Excel.
• Experience with SalesForce and/or other CRM platforms is a benefit.

Qualifications

We expect the base salary range for this role to be approximately $85,000 – $105,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

Skills

Strong knowledge of capital markets as well as mutual funds, separate accounts, closed end funds, ETFs, and alternative investments.

Benefits

Comprehensive benefits are provided as part of Lazard Asset Management’s compensation package. This may include incentive compensation.

Pay

We expect the base salary range for this role to be approximately $85,000 – $105,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

Schedule

Not specified.