VP, Regional Wealth Management Consultant -Wisconsin
Core
Build relationships with assigned Wealth Management clients in Wisconsin to increase assets through proactive outreach, consultative services, and on-site meetings.
Role type
VP, Regional Wealth Management Consultant
Builds
Client assets and relationships within a specific territory
Domain
Wealth Management / Asset Management
Deliverable
client delivery
Required skills
sales experience, investment analysis, fund analysis software proficiency, marketing plan development, sales data analysis
Preferred skills
10+ years in financial industry, experience with all distribution channels (RIAs, broker dealers, wire houses)
Technologies
Morningstar Principia, Zephyr StyleAdvisor, Salesforce CRM, Market Metrics
Responsibilities
Build relationships and increase assets of assigned clients; Develop and implement marketing plans; Assist in timely dissemination of sales information and analyze sales data; Participate in regional and national conferences; Maintain current knowledge of investment management and industry events
Seniority
VP, strategic territory leadership