The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors. This role will combine internal and field-based sales strategy with the role requiring face-to-face interactions focused on driving adoption of the firm's advisory platform (the Wealth Management Platform). The VP, Regional Advisory Consultant will report to the VP, Advisory Consulting.
Responsibilities
Executing a virtual regional strategy focused on managing the region's top opportunities and maintaining a fluid sales pipeline. The Regional Consultant will work closely with their internal counterpart to efficiently manage sales strategy for their region.
Drive impactful interactions and events - inviting the right advisors, creating, and delivering content, and managing appropriate meeting follow-up. Partner with various investment management companies to deliver collateral, share leads, and co-present on specific content.
Introduce and support advisors on various product offerings - MF/ ETF models, customized SMA models, tax services and private client solutions.
Review and analyze regional reports to prioritize existing and new prospects. Partner with internal consultant on converting sales leads into opportunities.
Utilization of key reports and data to establish goals and opportunities for advisors.
Schedule individual 1:1 and regional meetings for your region.
Engaged with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy with the field.
Interactions will be expected to be logged in firm's CRM system.
Education Requirements:
Master's Degree preferred, bachelor's degree from accredited university in Economics, Finance, Business, or related subjects required.
Basic Requirements:
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.
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.
Preferred Requirements:
CFP or CIMA certification
Current Employees and Contractors Apply Here
Additional Information
Current Employees and Contractors Apply Here
Osaic Careers
Wealth Management Sales Opportunity in Financial Services
Vice President, Regional Advisory Consultant - West
Location(s):
CA, NV, HI, AK
Role Type: Full time
Advisorgroup · Remote