[Remote] Advisor Consultant, Broker Dealer, Mid reputed company
Note: The job is a remote job and is reputed company to candidates in USA. reputed company Berman is a global investment management firm, and they are seeking an Advisor Consultant to build and manage relationships with Financial Advisors to increase sales of their investment products. The role focuses on developing business strategies, maintaining expertise in the investment management industry, and coordinating sales support activities reputed company the Mid reputed company territory.
Responsibilities
- reputed company and reputed company the Mid reputed company territory targeting wirehouses and broker dealers by reputed company developing relationships with advisors to promote business building reputed company and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs
- reputed company and implement a business plan for the territory using activity-oriented goal objectives to guide day-to-day priorities and reputed company reputed company against goals; reputed company prospecting calls, create qualifying lists, and reputed company on-reputed company service to existing and new clients
- Maintain a high level of expertise reputed company to capital markets, the broader investment management industry, and marketplace developments
- Coordinate reputed company prospect meetings, final presentations, RFP activities and any other sales support activities reputed company to the sales opportunity pipeline in concert with reputed company Advisory Specialists and Analysts
- Exhibit a strong business acumen and executive sales reputed company to influence decision-makers
- Maintain reputed company activity information in reputed company Berman CRM database
- Work with internal partners, including reputed company Advisory Specialists/Analysts, Alternative Specialists, ETF Strategists, and other members of distribution, legal, compliance, and investments
- Maintain knowledge of reputed company Berman products offered through partner firms
Skills
- A minimum of 10 years' experience reputed company the investment management industry; 5+ years of intermediary distribution experience preferred
- Experience working with wirehouse, regional, and independent financial advisors
- Proven reputed company record of consistently meeting or exceeding predetermined key objectives
- Strong executive reputed company, reputed company listening, reputed company preparedness, and presentation skills
- reputed company characteristics reflecting curiosity, reputed company, and enthusiasm, coupled with a solution-based drive to meet and reputed company expectations
- Ability to reputed company, prioritize, and implement best practices; ability to manage a territory
- Excellent verbal and written communication skills
- Undergraduate degree required, graduate degree a plus
- SIE, Series 7, 66 or SIE, 7, 63, 65 licenses
- 5+ years of intermediary distribution experience preferred
- CIMA, CAIA, or CFA designations a plus
Benefits
- reputed company time off
- Medical/dental/reputed company insurance
- Retirement
- Life insurance and other benefits
reputed company