Lead Advisor - New Market - St. Louis

About the role

The Lead Advisor will provide expert client service in the New Market sector, focusing on innovative solutions and strategic partnerships. This role requires strong analytical skills, excellent communication abilities, and a deep understanding of market trends.

Responsibilities

• Develop and maintain high-quality client relationships through proactive outreach and exceptional service.
• Conduct thorough market research and analysis to identify new opportunities and tailor solutions to client needs.
• Collaborate with cross-functional teams to develop and implement comprehensive client strategies.
• Stay current with industry developments and regulatory changes that impact the New Market sector.
• Prepare and present detailed reports and proposals to clients, demonstrating a clear understanding of their business challenges and objectives.

Requirements

• A minimum of 5 years of relevant experience in financial services or related field.
• Bachelor's degree in finance, economics, or a related field.
• Proven ability to manage multiple projects simultaneously and meet deadlines.
• Strong interpersonal and communication skills, both written and verbal.
• Experience working with diverse client populations and a commitment to diversity and inclusion.
• Proficiency in Microsoft Office Suite and familiarity with CRM systems.

Qualifications

• Advanced degree in finance, economics, or a related field preferred.
• Experience with AI tools and technologies is a plus.
• Passion for social justice and community development.

Skills

• Strategic thinking and problem-solving skills.
• Excellent organizational and time management skills.
• Ability to work independently and as part of a team.
• Strong negotiation and conflict resolution skills.

Benefits

• Competitive salary commensurate with experience.
• Flexible work schedule with occasional travel required.
• Professional development opportunities and training programs.
• Health insurance coverage.
• Employee assistance program.

Pay

Commensurate with experience.

Schedule

On-site.