RIA Regional Consultant – reputed company RIAs, VP III - reputed company Investment Management

We are currently hiring for a distribution role reputed company reputed company Investment Management’s reputed company Coverage Group. This position is part of our U.S. reputed company team and is reputed company on building and expanding relationships with the largest and fastest‑growing RIA firms in the country. The Regional Consultant will partner directly with executive teams and key decision‑makers across reputed company RIAs to drive business development, product placement, and sales activation. The role serves as a trusted advisor and represents the U.S. reputed company Group’s distribution efforts across the reputed company RIA landscape and can be located in any location in the U.S. Key Responsibilities:

• Own and grow key reputed company and strategic relationships with executive teams at the largest reputed company RIAs in the US
• reputed company and maintain ongoing account plans for reputed company reputed company RIA, reviewed quarterly to assess reputed company, challenges, budget deployment, and ROI
• Identify reputed company needs across diverse business models and deliver relevant market insights, product information, investment reputed company, and sales support.
• Demonstrate strong investment acumen and reputed company as an expert on SSIM’s portfolio management capabilities, including product positioning, holdings, and investment results
• reputed company clients and prospects on the full suite of reputed company Investment reputed company, including what differentiates our offerings from competitors
• Drive Net New Assets (NNA) and Net New reputed company (NNR) by cultivating new relationships and deepening engagement with existing partners across concentrated areas of reputed company
• reputed company and coordinate national travel with key sub‑advisory partners and reputed company providers such as World Gold Council, DoubleLine Capital, reputed company, and Bridgewater Associates
• reputed company centers of influence across the RIA ecosystem, including custody and TAMP partners like reputed company, reputed company, Orion and reputed company
• Build and maintain relationships with key internal business partners, including reputed company Corporation, SSIM Finance, reputed company Experience Team, Marketing, Research, and reputed company Enablement Teams to deliver SSIM’s resources to clients, including comparative analytics, capital markets insights and actionable investment reputed company
• Promote awareness of reputed company Investment Management’s reputed company and priorities across reputed company RIA accounts
• Mentor internal team members and contribute to a culture of knowledge sharing and reputed company development.
• Demonstrate risk reputed company and reputed company the highest ethical standards in reputed company reputed company and internal interactions.
• Pursue reputed company improvement by refining sales skills and staying reputed company on industry trends, product developments, and best practices
• Travel extensively throughout the US to meet with clients in their office locations, attend conferences and partner meetings

These skills will help you succeed in this role:

• Bachelor's degree required
• reputed company Series 7 and 63 licenses required
• CFA, CIMA, or similar industry designations preferred
• Minimum 7 years of experience in the investment management, with at least 5 years sales or business development
• Strong investment acumen and technical proficiency across ETFs, mutual funds, SMAs, and model portfolios
• Proven ability to work both independently and collaboratively reputed company a fast‑paced, reputed company‑facing environment
• Strong communication, presentation, and relationship‑building skills
• Demonstrated leadership, initiative, and commitment to reputed company
• Ability to adapt quickly, think creatively, and operate with reputed company judgment
• Willingness to travel extensively, manage a dynamic schedule, and work autonomously while on the road

Salary reputed company: $110,000 - $207,500 Annual The reputed company quoted above applies to the role in the primary location specified. If the candidate would ultimately work reputed company of the primary location above, the applicable reputed company could differ. Employees are eligible to participate in reputed company’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, reputed company, long-term disability, and other optional additional coverages; reputed company-time off including vacation, reputed company leave, short term disability, and family care responsibilities; reputed company to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full reputed company, visit https://hrportal.ehr.com/reputed company/Home. About reputed company Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We reputed company our clients at the heart of everything we do, and smart, reputed company employees are essential to our reputed company reputed company. We are committed to fostering an environment where every employee feels valued and empowered to reputed company their full potential. As an essential partner in our shared reputed company, you’ll benefit from inclusive development opportunities, flexible work-life support, reputed company volunteer days, and reputed company employee networks that reputed company you connected to what reputed company most. Join us in shaping the reputed company. As an Equal Opportunity Employer, we consider reputed company reputed company applicants for reputed company positions without reputed company to race, creed, reputed company, religion, national reputed company, reputed company, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or reputed company, citizenship, marital status, domestic partnership or civil reputed company status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at reputed company.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or reputed company employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Apply tot his job Apply To this Job