About this role

Foster a sales and relationship building strategy for the firm
Accountable for sales and revenue generation and/or client relationship management
Use industry knowledge and proactively research trends, competitor services, and client needs
Lead all aspects of client partnerships, ensuring satisfaction and problem resolution
Serve as an advisor to clients and generate account growth
Mentor and guide less senior professionals in compliance with sales policies
Coordinate sales opportunities for assigned clients

Bachelor's degree or the equivalent combination of education and relevant experience
10+ years of total relevant work experience
FINRA series 7 and 66 licenses
Strong relationships with Wires, Independents, and Regional Broker Dealers
Working knowledge of Broker/Dealer product platforms
CFA, CFP, CIMA, or MBA

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Regional Investment Consultant – Pacific Northwest, US Intermediaries

Key skills