Market Director - Advisory
Core
Drive growth and strengthen relationships across Broker-Dealer and Registered Investment Advisor (RIA) channels by delivering market insights, portfolio construction expertise, and investment solutions.
Role type
Senior IC sales director (financial advisory)
Builds
Sales revenue and market share for investment products
Domain
Financial services / Investment advisory
Deliverable
client delivery
Required skills
Investment sales, relationship management, portfolio construction, product education, CRM management, consultative selling, territory management
Preferred skills
Industry licenses (SIE, Series 7, 65/66), Envestnet platform experience, alternative investments knowledge
Technologies
Envestnet, CRM systems
Responsibilities
Develop and manage a designated territory, build and maintain relationships with financial professionals, drive new business and asset retention, consult on investment solutions, deliver sales presentations and educational events, maintain CRM records, travel up to 50%.
Seniority
Senior, hands-on IC