Associate Regional Investment Consultant- VA, NC, & SC
Core
Develop sales and client relationship management strategy for complex regional advisors, driving new revenue pipelines and serving as a consultant on investment products to satisfy client needs.
Role type
Associate Regional Investment Consultant (Sales & Client Management)
Builds
Sales pipelines, client relationships, and account growth for complex advisors
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
Sales strategy development, lead generation, client relationship management, industry trend analysis, regulatory compliance, sales target achievement, prospect qualification, capital markets knowledge, data analysis
Preferred skills
Professional designations, consultative presentation skills
Technologies
FINRA series 7 and 66 licenses
Responsibilities
Create and monitor lead generation plans, oversee key client relationships, serve as a consultant on product solutions, ensure compliance with sales policies, achieve sales targets, conduct quarterly business reviews
Seniority
Mid-Senior, hands-on IC