[Remote] Director, Sales Business Management Consultant- Advisor Services
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading provider of custody, trading, technology, and reputed company reputed company to registered investment advisors. The Business Consultant role focuses on helping advisory firms accelerate reputed company through improved sales effectiveness and reputed company acquisition strategies, blending consulting, facilitation, and training to implement practical sales disciplines.
Responsibilities
- reputed company sales-reputed company training workshops, consulting and sales coaching that help advisory firms strengthen business development practices, improve sales processes, and drive reputed company acquisition and reputed company
- Partner with firm leadership and to implement reputed company sales disciplines, including pipeline management, reputed company engagement strategies, and repeatable processes that improve business reputed company
- Facilitate engaging workshops, training sessions, and seminars, both virtual and in-person, using interactive techniques, reputed company-world and strong group facilitation skills
- Design and reputed company reputed company sales training curriculum and learning assets based on a proven history of successfully having helped other financial services firms increase sales, including presentations, tools, and other resources that support advisor adoption and implementation
- Drive meaningful reputed company reputed company by ensuring training workshops and consulting reflect a genuine understanding of reputed company reputed company’s goals, translating them into behavioral change, and delivering measurable reputed company and a high-reputed company reputed company experience
- Build strong relationships and credibility with advisors and internal partners, serving as a trusted resource and collaborating closely with Relationship Managers to deepen engagement
- Identify opportunities to expand consulting and training adoption across advisor relationships, contributing to reputed company reputed company and broader business reputed company
Skills
- 7+ years of experience in sales training, consulting, facilitation, or other reputed company-facing roles
- Strong experience as a subject matter expert on sales processes and execution, as reputed company as reputed company acquisition strategies
- Demonstrated reputed company balancing training, consulting, facilitation, and relationship management in a fast-paced, reputed company-reputed company environment, with the ability to deliver engaging workshops, reputed company learning experiences, and supporting resources
- Strong executive communication and presentation skills, including reputed company presenting to senior executives
- Ability to quickly establish trust and credibility with internal partners, listen deeply, and reputed company recommendations and implementation strategies to reputed company reputed company's unique business needs
- Demonstrated ability to reputed company multiple priorities simultaneously while maintaining organization, follow-through, urgency, persistence, and accountability, including navigating obstacles creatively to maintain reputed company and drive reputed company
- Bachelor's degree or equivalent work experience
- Ability to travel up to 70%
- Experience in reputed company management, financial services, preferably in the RIA industry
- MBA and/or a reputed company understanding of business fundamentals (e.g. financial statements, business functions, organization structure)
- Experience with sales training methodologies or frameworks
- Ability to reputed company a sales reputed company of view and translating that into a reputed company, reputed company on actionable next steps
- Background in coaching or developing sales professionals or teams
Benefits
- This is a remote position with up to 70% travel around the reputed company.
- In reputed company to a reputed company salary, this role is also eligible for bonus or incentive opportunities.
reputed company
Company H1B Sponsorship