Vice President, Regional Advisory Consultant
Wealth Management Sales Opportunity in Financial Services
Location(s): TX, NM, AZ, UT, CO, KS, MO, OK, AR, LA
Work Arrangement: Fully remote role. Candidates must reside within the assigned territory (TX, NM, AZ, UT, CO, KS, MO,OK, AR, or LA) and be available for regional travel.
Role Type: Full time
The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors. This role will combine internal and field-based sales strategy with the role requiring face-to-face interactions focused on driving adoption of the firm's advisory platform (the Wealth 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 client's needs, and helping those advisors grow their overall advisory businesses. While 1:1 meeting will be the majority of interactions, presenting to sizable groups of advisors will be expected.
- Executing a virtual regional strategy focused on managing the region's top opportunities and maintaining a fluid sales pipeline. The Regional Consultant will work closely with their internal counterpart to efficiently manage sales strategy 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, share 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 client 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.
- Engaged with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy 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 related 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-focused personality.
- Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies.
- Ability to introduce a complex subject matter in clear articulate 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 client relationship management program.
Preferred Requirements:
- CFP or CIMA certification
Vice President, Regional Advisory Consultant
Wealth Management Sales Opportunity in Financial Services
Location(s): TX, NM, AZ, UT, CO, KS, MO, OK, AR, LA
Work Arrangement: Fully remote role. Candidates must reside within the assigned territory (TX, NM, AZ, UT, CO, KS, MO,OK, AR, or LA) and be available for regional travel.
Role Type: Full time
The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors. This role will combine internal and field-based sales strategy with the role requiring face-to-face interactions focused on driving adoption of the firm's advisory platform (the Wealth 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 client's needs, and helping those advisors grow their overall advisory businesses. While 1:1 meeting will be the majority of interactions, presenting to sizable groups of advisors will be expected.
- Executing a virtual regional strategy focused on managing the region's top opportunities and maintaining a fluid sales pipeline. The Regional Consultant will work closely with their internal counterpart to efficiently manage sales strategy 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, share 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 client 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.
- Engaged with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy 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 related 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-focused personality.
- Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies.
- Ability to introduce a complex subject matter in clear articulate 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 client relationship management program.
Preferred Requirements:
- CFP or CIMA certification
