Market Consultant
Core
Develop and implement territory sales plans, build differentiated client relationships, and deliver investment solutions to Financial Advisors and practice-level CIOs.
Role type
Senior IC market consultant (asset management sales)
Builds
Territory sales plans, client relationships, and investment strategy solutions
Domain
Asset management / Capital markets
Deliverable
client delivery
Required skills
asset management sales, consultative selling, client segmentation, portfolio construction, manager selection, data-driven strategy, territory management
Preferred skills
CFA, CIMA, Series 66, technical investment expertise
Technologies
WebEx, data analytics tools
Responsibilities
Partner with sales leadership to deploy firm resources, identify and access external advisors, conduct client meetings and events, deliver product presentations, execute client segmentation, and perform portfolio construction consultations
Seniority
Mid-level, hands-on IC