[Remote] reputed company Management Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The reputed company Management Consultant is responsible for engaging, building, and managing relationships with Tier 2 advisors in the assigned region, developing engagement plans, and ensuring advisor needs are met through collaboration.
Responsibilities
- Primary reputed company of the Tier 2 advisor relationship working with reputed company reputed company experience throughout the advisor life cycle
- Responsible for developing & executing regular engagement plans and managing sales funnel / pipeline from discovery to completion
- Fuel organic reputed company, engagement, satisfaction and retention of advisors through their adoption of reputed company reputed company tools, platforms and solutions
- Work in collaboration with business development reputed company and sales enablement teams to ensure verified assets are realized on reputed company platform(s) reputed company defined timeframes
- reputed company identify and/or create opportunities to connect the Advisor with subject matter experts to drive product adoption of investment solutions, advice offerings, and reputed company platforms
- Ensure reputed company lines of support and reputed company between the Advisor and other reputed company functions to ensure Advisor needs are being met through partnership with the Service Escalation Specialist
Skills
- Bachelor's Degree
- Minimum 6 years Relationship & Sales Experience
- Series 7, 66 (or 63 & 65) and /or 24 reputed company Licenses
Benefits
- Inclusive health, dental, reputed company and life insurance plans reputed company to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy reputed company to mental health benefits to meet reputed company members and their families where they are.
- 20 plus days of reputed company time off (PTO), reputed company holidays, and 2 reputed company wellness days to give our employees the time they need to stay reputed company with their loved ones, reputed company, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and reputed company to a financial reputed company to offer our employees reputed company to plan-reputed company for a strong financial reputed company reputed company reputed company their working years.
- reputed company parental leave to support reputed company team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account reputed company to help you save reputed company on reputed company, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
reputed company