Senior Associate, Internal Advisor Consultant

About the Role

Provides service to financial advisors in the wirehouse, regional broker-deal, IDB, RIA, bank trust, and multifamily office channels throughout the country. Works in partnership with Regional Consultants to maintain and cultivate relationships. Primary responsibilities include supporting Regional Consultants in developing new business, maintaining existing relationships, responding to requests, and resolving account issues and inquiries from financial advisors regarding mutual funds, separately managed accounts, Closed End Funds, private vehicles, and CITs.

Responsibilities

• Grows sales and activity within assigned territory by contacting financial advisors regularly and managing the sales process.
• Supports Regional Consultants in developing new business and servicing existing relationships.
• Follows up with financial consultants who establish new business and continually educates them on current and upcoming new products.
• Maintains and records all activities within CRM (Salesforce).
• Utilizes data and technology to identify specific markets, firms, and financial advisors to increase penetration and overall market share.
• Converses knowledgeably with financial advisors and other key personnel about investment solutions and current economic and market conditions.
• Provides superior service and support to financial advisors by responding to requests and resolving account issues.
• Responds to daily telephone inquiries on performance and position of funds and managed accounts.
• Cultivates and maintains relationships with a select group of focus advisors ("Silver Segment Advisors"), often located in less-traveled areas.

Requirements

• Proven track record of consistently exceeding annual territory sales goals and ranking in the top quartile of annual territory sales rankings.
• Proven track record of developing deep relationships with clients and Silver Segment Advisors to raise assets.
• 2-3 years of experience selling or marketing investment products.
• Consistently exceeds goals set for quality contacts.
• Shows consistent sales leadership in new products as they are launched and maintains a diversified business mix.
• Mastery of investment products and research.
• Proficiency in aligning investment solutions with partner firm’s research.
• Bachelor’s degree (MBA a plus).
• Series 7 or Series 6 license required; Series 63 preferred (if not, obtain within three months).
• Experience within Financial Services.
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.

Schedule

Hybrid work policy requiring reporting to the New York City office four (4) days per week, with one (1) remote workday permitted.

Pay

Estimated salary: $80,000 - $84,000