Internal Institutional Sales Consultant - RIA

The Hartford

4.5

(69)

Wayne, PA

Why you should apply for a job to The Hartford:

  • 4.5/5 in overall job satisfaction
  • 4.4/5 in supportive management
  • 75% say women are treated fairly and equally to men
  • 87% would recommend this company to other women
  • 90% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • The Professional Women’s Network (PWN) provides professional support, growth, advancement and networking to enable greater gender balance.
  • The Hartford offers diversity awareness training known as Appreciating Differences and Managing Inclusion.
  • Employees will be provided with leave of up to four weeks and paid at a rate of 100 percent of their base pay.
  • #R2416520

    Position summary

    ntify and profile leading advisors through calling efforts, mail/email campaigns, and referrals

    • Proactively identify marketing opportunities based on industry trends, current market environment and competitive advantages

    • Cultivate and manage client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and managing the client/prospects throughout the sales cycle, resulting in closed business

    • Develop and strengthen relationships with key advisors and market centers of influence

    • Deliver "the best of the firm" to key advisors, through value-add tools/support, product information and updates, and unique Hartford Funds market insights

    • Partner with RIA Sales Team to conduct activities including advisor scheduling, call-backs, and lead generation

    • Assist with due-diligence process with sponsor firms in collaboration with the appropriate affiliate portfolio management and research team members

    • Articulate investment strategy and performance expectations at individual portfolio level

    • Serve as an expert resource across our investment platform, our money management capabilities, and the markets

    Qualifications:

    • Bachelor's Degree or equivalent experience

    • Self-starter who has a strong desire to succeed and to achieve goals in a consistent and timely manner

    • Driven and goal-oriented, focused on success

    • Demonstrated abilities in time management, including, managing multiple projects and meeting strict deadlines

    • Excellent communication and group presentation skills

    • Mathematical aptitude and skills

    • Proven experience working collaboratively, improving productivity, and implementing ideas

    • Industry designations or progress toward designation (preferred)

    • Experience in comprehending and explaining Investment Manager capabilities and processes (required)

    • Strong investment acumen with the ability to explain in detail investment strategies and portfolio construction

    • Data interpretation from sources including Bloomberg, Morningstar, Zephyr and other resources

    • Able to manage complex or rapid flow of information and ideas effectively

    • In both oral and written communications, demonstrates the ability to articulate complex information in simple terms

    • Series 7 License required

    Compensation

    The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

    $60,000 - $70,000

    Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

    About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits

    Why you should apply for a job to The Hartford:

  • 4.5/5 in overall job satisfaction
  • 4.4/5 in supportive management
  • 75% say women are treated fairly and equally to men
  • 87% would recommend this company to other women
  • 90% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • The Professional Women’s Network (PWN) provides professional support, growth, advancement and networking to enable greater gender balance.
  • The Hartford offers diversity awareness training known as Appreciating Differences and Managing Inclusion.
  • Employees will be provided with leave of up to four weeks and paid at a rate of 100 percent of their base pay.