Advisory Growth Specialist
Core
Drive growth of investment advisory assets by partnering with Financial Advisors to convert brokerage assets, acquire new clients, and expand wallet share.
Role type
Senior IC sales specialist (investment advisory)
Builds
Advisory relationships and asset growth for Merrill clients
Domain
Financial services / Investment advisory
Required skills
consultative sales, business development, client relationship management, investment product knowledge, CRM proficiency, data analysis, strategic planning, coaching, public speaking
Preferred skills
Series 7/63/65/66 licensing, Tableau/Copilot/Salesforce fluency, experience with Financial Advisors, portfolio construction knowledge, fiduciary business model understanding
Responsibilities
Partner with Market Executives and Financial Advisors to drive advisory growth through conversions and new asset acquisition; Lead opportunity reviews and pipeline discussions to clear obstacles and create accountability; Coach advisors on business development and advisory positioning; Sit in client and prospect meetings to help close deals; Support recruiting, onboarding, and client events; Track and communicate results using data and insight.
Seniority
Senior, hands-on IC