Responsible for driving sales strategy and financial planning adoption for a defined region of advisors
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
Helping advisors grow their overall advisory businesses
Executing a virtual regional strategy focused on managing the region’s top opportunities and maintaining a fluid sales pipeline
Working closely with internal counterparts to manage sales strategy for the region
Drive impactful interactions and events – inviting the right advisors, creating, and delivering content, managing meeting follow-up
Partnering with investment management companies to deliver collateral, share leads, and co-present

Master’s Degree preferred
Bachelor’s degree from accredited university in Economics, Finance, Business, or related subjects required
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

Vice President, Regional Advisory Consultant

Key skills