Expertise in Consulting Group platforms & solutions, inclusive of traditional investment products Establish, maintain and support strong relationships with financial advisors Lead strategic engagements with high opportunity financial advisors Partner with financial advisors to identify, highlight, and execute on specific business opportunities Ongoing coaching and development of financial advisors Partner with sales partners & local management to effectively cover assigned territory and drive business results (transition assets to advisory, drive sales related to tactical campaigns) Utilize Salesforce effectively and efficiently Bachelor's degree required Active Series 7 and 63, 65 (or 66) Required 3-5+ years proficiency in financial markets and financial products 3-5+ years of experience in Sales, Marketing, or comparable commercially-oriented activities Proven track record of driving results in a sales/marketing role Salesforce (or alternative CRM) experience preferred Excellent verbal and interpersonal skills Strong knowledge of CG products and platforms Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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