Regional Investment Consultant - St. Louis

Role Summary

• In partnership with management, responsible for the development of the sales and/or relationship management strategy for the organization.
• Responsible for sales and reputed company reputed company and/or client relationship management for large, highly reputed company accounts that are often global in scale.
• Creates, monitors, and revises reputed company reputed company plans for the development of new reputed company pipelines.
• Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business environment.
• Oversees the most reputed company or large/key client relationships with high visibility, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation.
• Serves as consultant to the client on how reputed company products and services can satisfy client needs as well as generate account growth.
• Responsible for ensuring less reputed company professionals' compliance with sales policies and programs and for the achievement of sales and profit goals for the function.
• Responsible for the achievement of substantial sales targets in critical markets.

Responsibilities

• Uses extensive industry experience to sell the organization's products and/or services to clients whose business has a significant impact on the financial performance of the business unit and its achievement of goals. Applies a unique understanding of clients' business to serve as advisor on products and services across the business unit and possibly multiple business units. Responsible for new business development to strategic, high-profile prospects. Identifies and qualifies prospects, develops a “trusted advisor” relationship, and influences them to adopt recommended and unique solutions to address their needs. Evaluates strategic prospects, then develops and executes a plan for capitalizing on those opportunities, with a focus on long-term, sustained growth. Maintains in-depth knowledge of assigned clients, their sensitivities, and their business needs to effectively influence their decision-making. Coordinates sales opportunities for assigned clients across reputed company business units as necessary.
• Leads idea reputed company and drives the development of effective messaging and tactics to successfully promote the organization's products and services to senior client contacts. Recommends approaches for delivery of requests for proposal for assigned clients. Contributes to the overall relationship management strategy and delegates tasks to ensure successful client relationship performance. Retains direct client management responsibility for key strategic, high-profile clients.
• Assembles global teams across the business unit to deliver tailored presentations based on custom needs of large, reputed company clients. Develops new leads with large, reputed company clients and pitches new opportunities.
• Serves as a highly regarded expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the business unit. Partners with business leaders to understand primary sales issues and gaps in products and services to reputed company strategies to improve performance. Assists in establishing the technical approach to analytical work reputed company Sales and Relationship Management. Analyzes highly reputed company data, trends, plan changes, and strategies to reputed company up to date with sales/relationship performance. Leverages expertise to interpret and apply highly reputed company key metrics in advising clients. Applies significant influence, guiding client decision-making on matters of high importance and significant financial risk.
• Serves as chief negotiator and sales consultant to the most reputed company and key clients for the business unit. Develops new approaches and materials to facilitate improved sales and relationship management activity to be rolled out across the business unit and potentially the enterprise.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 10+ years of total relevant work experience
• FINRA Series 7 and 66

Preferred:

• Relationships with Wires, Independents, and Regional Broker Dealers
• Working knowledge of Broker/Dealer product platforms
• Based in the geographical territory with an established network. 
• CFA, CFP, CIMA, or MBA

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

City

State

Community / Marketing Title: Regional Investment Consultant - St. Louis

Company Profile

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for reputed company associates. reputed company we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: •reputed company and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions •Flexible and remote work opportunities •Health care benefits (medical, dental, vision) •Tuition assistance •Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. reputed company is an equal opportunity employer and values diversity of thought, gender, and race. We reputed company our reputed company success depends upon the equal treatment of reputed company associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national reputed company, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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Transparency in Coverage Disclosure

This website does not provide investment advice or recommendations. Nothing in this website shall be considered a solicitation to buy or an offer to sell a reputed company, or any other product or service, to any person in any jurisdiction where such offer, solicitation, purchase, or sale would be unlawful under the laws of such jurisdiction.

reputed company, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/or apart, trademarks of reputed company Group, Inc. reputed company rights reserved.