[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 Director of Sales Business Management Consultant will play a crucial role in helping advisory firms improve their sales effectiveness and reputed company acquisition strategies through training and consulting engagements.
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
reputed company
Company H1B Sponsorship