Regional Investment Consultant - Missouri/Iowa (excluding St Louis Metro)
Core
Drive sales growth and expand advisor relationships to deliver investment solutions for clients in a designated territory.
Role type
Senior Regional Investment Consultant (Sales)
Builds
Investment solutions and client relationships for financial advisors and broker-dealer firms
Domain
Asset Management / Wealth Management
Deliverable
client delivery
Required skills
consultative selling, presentation, negotiation, territory business planning, relationship management, regulatory compliance
Preferred skills
wholesaling to financial advisors, professional designations (CFA, CFP, CIMA, MBA), broad investment product expertise
Technologies
N/A
Responsibilities
Develop and execute territory business plans to drive sales and asset growth; Build and strengthen relationships with financial advisors and broker-dealers; Identify, prospect, and convert new business opportunities; Lead client presentations and business reviews; Monitor industry trends and competitive developments; Partner with investment and product teams to deliver customized solutions
Seniority
Senior, hands-on IC