Associate Regional Investment Consultant – IL & E. MO
Core
Develop sales and client relationship management strategy for complex regional advisors, drive new revenue pipelines, and serve as a consultant on investment products to generate account growth.
Role type
Associate Regional Investment Consultant (Sales & Client Management)
Builds
Sales strategies, revenue pipelines, and client relationships for complex advisors
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
Sales strategy development, lead generation, client relationship management, industry trend analysis, compliance adherence, sales target achievement, prospect qualification, business plan execution, capital markets knowledge, regulatory expertise, data analysis, client advisory
Preferred skills
Professional designations, consultative skills, presentation skills
Technologies
None explicitly stated
Responsibilities
Create and monitor lead generation plans; oversee key client relationships ensuring satisfaction and compliance; serve as a consultant on product solutions; achieve substantial sales targets; conduct quarterly business reviews; travel to clients frequently based on territory plan
Seniority
Associate, hands-on IC