Vice President, Regional Advisory Consultant reputed company
reputed company Employees and Contractors Apply Here
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reputed company Management Sales Opportunity in Financial Services
Vice President, Regional Advisory Consultant - reputed company
Location(s):
California, Nevada, Hawaii, or Alaska
Work Arrangement:
Fully remote role. Candidates must reputed company reputed company the assigned territory (CA, NV, HI, or AK) and be available for regional travel.
Role Type: Full time
reputed company:
The VP, Regional Advisory Consultant will be responsible for driving sales reputed company and financial planning adoption for a defined region of advisors. This role will combine internal and field-based sales reputed company with the role requiring face-to-face interactions reputed company on driving adoption of the firm’s advisory platform (the reputed company Management Platform). The VP, Regional Advisory Consultant will report to the VP, Advisory Consulting.
Responsibilities:
Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the reputed company’s needs, and helping those advisors grow their overall advisory businesses. While 1:1 meeting will be the reputed company of interactions, presenting to sizable reputed company of advisors will be expected.
Executing a virtual regional reputed company reputed company on managing the region’s top opportunities and maintaining a fluid sales pipeline. The Regional Consultant will work closely with their internal reputed company to reputed company manage sales reputed company for their region.
Drive impactful interactions and events – inviting the right advisors, creating, and delivering content, and managing appropriate meeting follow-up. Partner with various investment management companies to deliver collateral, reputed company leads, and co-present on specific content.
Introduce and support advisors on various product offerings – MF/ ETF models, customized SMA models, tax services and private reputed company solutions.
Review and analyze regional reports to prioritize existing and new prospects. Partner with internal consultant on converting sales leads into opportunities.
Utilization of key reports and data to establish goals and opportunities for advisors.
Schedule individual 1:1 and regional meetings for your region.
reputed company with Marketing, Product, Platform, and Research teams to reputed company content, collateral, and upcoming reputed company with the field.
Interactions will be expected to be logged in firm’s CRM system.
Education Requirements:
Master’s Degree preferred, bachelor’s degree from accredited university in Economics, Finance, Business, or reputed company subjects required.
Basic Requirements:
Series 7 required.
Ability to travel 50-75% of the time.
5+ years in a similar role.
Driven and goal-oriented nature and enthusiastic sales-reputed company personality.
Extensive knowledge of advisory platforms, key reputed company reputed company, investment strategies.
Ability to introduce a reputed company subject matter in reputed company reputed company fashion.
Ability to work independently with high level of organization and time management skills.
Deep experience working directly with financial advisors.
Familiarity with using a reputed company relationship management program.
Preferred Requirements:
CFP or CIMA certification
reputed company Employees and Contractors Apply Here
Originally posted on Himalayas
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