The Regional IAP Specialist provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership.
Help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients.
Advice and guidance informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices.
Focused on supporting the advisors to drive sales growth through in-person meetings, virtual and phone interactions.
Develop and execute strategies to achieve growth goals for their territories.
Partner with their coverage team to collaborate and bring holistic advice and guidance to their advisors.

10+ years experience in financial services industry
10 years sales experience
Knowledge of professionally managed investment products and/or investment advisory business preferred
Deep subject matter expertise on the Firm's high-conviction investment offerings, including our Firm Discretionary solutions preferred
Ability to work under pressure, meet deadlines and meet clearly defined measurements
Strong communication, interaction and presentation skills required
Self-motivated, adaptive, positive attitude and high energy are a must
Must display a passion for achieving aggressive goals in innovative and highly professional way
Bachelor’s degree or equivalent experience
Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date.

Regional IAP Specialist

Key skills