Advisory Consulting Manager
Core
Internal sales role using technical platform expertise to increase sales and net flows into advisory programs by supporting advisors with investment strategies and product solutions.
Role type
Senior IC internal sales manager (financial services)
Builds
Advisory sales solutions and investment strategies for financial advisors
Domain
Financial services / Wealth Management
Required skills
outbound sales calling, technical platform expertise, regulatory compliance knowledge, Salesforce.com usage, Concur Expense Management, Microsoft Teams, financial wholesaling, business planning support, presentation delivery, travel management
Preferred skills
Active Portfolios/Signature Wealth platform knowledge, CFP/CRPC/APMA/ChFC designations, financial planner/advisor/broker experience, Ameriprise product suite familiarity, field structure knowledge, sales coaching, independent self-starter, multi-priority management
Technologies
Salesforce.com, Concur, Microsoft Teams, Active Portfolios, Signature Wealth, SPS Advantage, SPS Advisor, Strategist UMA
Responsibilities
Conduct outbound calls to advisors to drive sales; respond to inbound calls/emails for technical expertise on strategies and regulations; maintain relationships with product partners and regional teams; track activity in Salesforce and expenses in Concur; participate in advisor/client presentations and field events; travel within region for one-on-one calls and group presentations; complete required compliance coursework
Seniority
Manager, hands-on IC