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 growth)
Builds
Advisory relationships and investment assets for Merrill clients
Domain
Financial services / Investment advisory
Required skills
Investment advisory business knowledge, brokerage-to-advisory conversion, client prospecting, relationship management, business development coaching, CRM proficiency, financial product distribution
Preferred skills
Strategic market thinking, consultative sales instincts, portfolio construction expertise, fiduciary business model understanding, data-driven pipeline management, independent territory leadership
Technologies
Salesforce, Tableau, Copilot
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 articulate advisory value and help close deals; Support recruiting, onboarding, and client events by showcasing capabilities; Track and communicate results using data and insight.
Seniority
Senior, hands-on IC