VP, Regional Wealth Management Consultant -Wisconsin
Core
Build relationships with assigned clients in the Wisconsin area to increase assets and provide wholesaling support.
Role type
Senior Regional Wealth Management Consultant
Builds
Client relationships and asset growth for assigned Wealth Management clients
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
Sales experience, investment analysis, consultative selling, marketing plan development, sales data analysis, fund analysis software proficiency
Preferred skills
10+ years financial industry experience, multi-channel distribution experience (RIAs, broker dealers, wire houses)
Technologies
Morningstar Principia, Zephyr StyleAdvisor, Salesforce CRM, Market Metrics
Responsibilities
Proactive client call rotation and site visits, develop and implement client marketing plans, analyze sales data for profitability and trends, present to groups and individuals, participate in regional and national conferences
Seniority
Senior, hands-on IC