POSITION:
Regional Advisor Associate
Build relationships with advisors across the RIA, registered rep and wirehouse channels, support product level consideration and engage decision makers with investment case research across the suite of solutions we offer. The successful candidate will be responsible for providing a high service level and be an effective gateway to subject matter experts within the firm, in addition to actively engaging with targeted advisor offices.
KEY DETAILS:
REGION: USA
LOCATION: New York
JOB TYPE: On-site
RESPONSIBILITIES:
- Develop and maintain relationships with financial advisors across multiple advisory channels to achieve the commercial goals of the firm
- Drive brand and product awareness with decision makers at targeted firms
- Support the firms understanding of decision makers in select advisory channels and provide input into distribution strategy optimization
- Respond to inbound product and sales calls
- Asses the needs of clients by asking targeted questions in order to recommend appropriate solutions and add value
- Work closely across business units including marketing and research to deliver tailored advice to financial advisors on product suite
QUALIFICATIONS:
- Demonstrated ability to communicate complex and technical information to a professional audience in person, presentations and writing
- Demonstrated prior interest in, experience with, and ability to communicate on digital assets investment
- Demonstrated experience with and interest in developing and maintaining a large network of external professional relationships
- Demonstrated experience managing a pipeline of prospects and maintaining a client base within select territory or territories
- Demonstrated ability to deliver a compelling investment case
- Demonstrated ability to apply a structured approach to an open-ended objective and staying organized and thoughtful in approach
- Demonstrated experience working with financial advisors and investment decision makers
- Demonstrated ability to work in a collaborative team environment
- Self-starter
- Current Series 7 and 63 licenses
SOUND LIKE THE JOB FOR YOU?
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