Regional Consultant - Southern California
About the role
The Regional Consultant - PWM/IBD SoCal serves as a strategic leader and driver of distribution within the Financial Institutions Group, owning the execution of Lazard’s investment solutions across the territory.
Responsibilities
- Own the distribution strategy and execution to meet or exceed gross and net sales targets across the territory
- Proactively build and maintain meaningful, long-term relationships with clients
- Act as a subject matter expert on Lazard’s investment platforms, conducting high-impact in-person meetings, portfolio reviews, and technical presentations to influence advisor asset allocation
- Identify high-potential prospects and "key decision-makers" to close complex sales and secure platform placements
- Manage and mentor your Internal partner to ensure seamless territory coverage, effective lead generation, and optimized travel schedules
- Serve as an ambassador for the Lazard brand, embodying the firm’s intellectual capital and entrepreneurial culture
Requirements
- 7–10+ years of successful sales and distribution experience within the financial services industry, specifically within the PWM/IBD channel
- FINRA Series 7 and 63 or 65 required
- Deep fluency in capital markets, macro-economic trends, and the technical mechanics of separate accounts, ETFs, and alternative investment structures
- Exceptional executive presence with the ability to articulate complex investment strategies to sophisticated advisors and institutional-caliber clients
- Highly organized with the ability to manage a vast geographic territory, utilizing CRM tools (Salesforce) to drive data-driven sales decisions
- Advanced professional certifications such as the CFA, CIMA, AAMS, or CFP are highly desirable and viewed as a differentiator
Qualifications
We expect the base salary range for this role to be approximately $150,000 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
- Strategic thinking and problem-solving
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Knowledge of financial markets and investment products
- CRM proficiency
Benefits
Lazard offers a comprehensive benefits package, including:
- Comprehensive health insurance plans
- Paid time off and holidays
- Flexible work arrangements
- Professional development opportunities
- Retirement savings plans
Pay
We expect the base salary range for this role to be approximately $150,000 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
Full-time position with flexible working hours to accommodate the needs of the territory.
Representation at Lazard
Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.