Model Consultant
Core
Drive model portfolio sales, accelerate asset growth, and strengthen strategic client relationships for financial advisors and RIAs across California, Hawaii, and Las Vegas.
Role type
Senior IC sales consultant (asset management)
Builds
Model portfolio solutions (custom and off-the-shelf) for advisor practices
Domain
Asset management / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
consultative sales, relationship management, business development, model portfolio knowledge, investment management, practice management consulting, presentation skills, CRM proficiency, Series 7 and Series 66 licenses
Preferred skills
experience with RIAs/broker-dealers/TAMPs, model portfolio construction/analytics, presenting to executive stakeholders, driving asset growth in defined territories
Responsibilities
Develop strategic territory business plans, prospect and cultivate relationships with financial advisors and platform partners, conduct portfolio review meetings and strategic planning sessions, deliver presentations on model portfolios and market insights, represent the firm at client events and industry forums, maintain sales pipeline in Salesforce
Seniority
Senior, hands-on IC