Vice President, Regional Advisory Consultant West

Responsibilities

• Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses.
• Executing a virtual regional strategy focused on managing the region’s top opportunities and maintaining a fluid sales pipeline.
• Drive impactful interactions and events – inviting the right advisors, creating, and delivering content, and managing appropriate meeting follow-up.
• Partner with various investment management companies to deliver collateral, share leads, and co-present on specific content.
• Introduce and support advisors on various product offerings – MF/ETF models, customized SMA models, tax services and private client solutions.
• Review and analyze regional reports to prioritize existing and new prospects.
• Partner with internal consultant on converting sales leads into opportunities.
• Utilize key reports and data to establish goals and opportunities for advisors.
• Schedule individual 1:1 and regional meetings for your region.
• Engage with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy with the field.

Requirements

• Master’s Degree preferred, bachelor’s degree from accredited university in Economics, Finance, Business, or related subjects required.
• Series 7 required.
• Ability to travel 50-75% of the time.
• 5+ years in a similar role.
• Driven and goal-oriented nature and enthusiastic sales-focused personality.
• Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies.
• Ability to introduce a complex subject matter in clear articulate fashion.
• Ability to work independently with high level of organization and time management skills.
• Deep experience working directly with financial advisors.
• Ability to use a client relationship management program.

Qualifications

• CFP or CIMA certification preferred.