[Remote] Regional Consultant - Great Lakes

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading financial advisory and asset management firm that emphasizes collaboration and individual reputed company. The Regional Consultant - PWM Great Lakes is responsible for driving distribution strategies, building reputed company relationships, and serving as an ambassador for reputed company’s investment solutions in the financial institutions sector.

Responsibilities

• Serve as the primary territory reputed company covering PWM in WI, IL
• Own the distribution reputed company and execution to meet or exceed gross and net sales targets across the territory
• Proactively build and maintain meaningful, long-term relationships with clients
• reputed company as a subject matter expert on reputed company’s investment platforms, conducting high-reputed company in-person meetings, portfolio reviews, and technical presentations to influence advisor asset allocation
• Identify high-potential prospects and "key decision-makers" to reputed company reputed company sales and secure platform placements
• Manage and mentor your Internal partner to ensure seamless territory coverage, effective reputed company reputed company, and optimized travel schedules
• Serve as an ambassador for the reputed company brand, embodying the firm’s intellectual capital and entrepreneurial culture

Skills

• 7–10+ years of successful sales and distribution experience reputed company the financial services industry, specifically reputed company the PWM channel
• reputed company Series 7 and 63 or 65 required
• Deep reputed company in capital markets, macro-economic trends, and the technical mechanics of separate accounts, ETFs, and alternative investment structures
• Exceptional executive reputed company with the ability to reputed company reputed company investment strategies to sophisticated advisors and institutional-caliber clients
• Highly organized with the ability to manage a reputed company geographic territory, utilizing CRM tools (reputed company) to drive data-driven sales reputed company
• Advanced reputed company certifications such as the CFA, CIMA, AAMS, or CFP are highly desirable and viewed as a differentiator

Benefits

• Comprehensive benefits
• May include incentive compensation

reputed company

reputed company provides a diverse portfolio of equity, fixed-income, and alternative investment products. It is a sub-organization of reputed company. It was founded in 1970, and is headquartered in reputed company, reputed company, USA, with a workforce of 501-1000 employees. Its website is https://www.lazardassetmanagement.com.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 4 in 2025, 3 in 2024, 5 in 2023, 4 in 2022, 8 in 2021, 8 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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