Divisional Managed Investment Consultant

iates, and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients.

Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices for integrating our managed asset platform into various financial advisor business models.

Job Responsibilities:

Responsibilities include (but are not limited to) the following:

• Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered on investment advisory business.

• The Divisional Managed Investment Consultant is focused on supporting the advisors in their respective divisions to drive sales growth through in-person meetings, virtual and phone interactions. They should think independently, develop and execute strategies to achieve their growth goals for their respective territories.

• The Divisional Managed Investment Consultant shall partner with their coverage team potentially consisting of their Divisional Managed Investment Consultant Analyst and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.

Qualifications:

• 10+ years experience in financial services industry

• 10 years sales experience

• Knowledge of professionally managed investment products and/or investment advisory business preferred

• Deep subject matter expertise on the Firm's high-conviction investment offerings, including our Firm Discretionary solutions preferred

• Ability to work under pressure, meet deadlines and meet clearly defined measurements

• Strong communication, interaction and presentation skills required

• Self-motivated, adaptive, positive attitude and high energy are a must

• Must display a passion for achieving aggressive goals in innovative and highly professional way

• Bachelor's degree or equivalent experience

• Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date.

Skills:

• Executive Presence

• Portfolio Analysis

• Portfolio Management

• Research Analysis

• Wealth Planning

• Active Listening

• Adaptability

• Product Marketing and Branding

• Sales Strategy

• Trading and Investment Analysis

• Coaching

• Collaboration

• Customer and Client Focus

• Influence

• Process Simplification

Shift:
1st shift (United States of America)

Hours Per Week:
40

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