区域咨询顾问主管（西部）
Vice President, Regional Advisory Consultant West
现有员工和承包商请在此申请
Osaic 职业发展
金融服务行业财富管理销售机会
区域顾问副总裁 - 西部地区
地点：
加利福尼亚州、内华达州、夏威夷州或阿拉斯加州
职位类型：全职：可能需要 50-75% 的差旅
薪资：每年 85,000 至 100,000 美元 + 销售激励补偿，每季度支付。
实际提供的薪酬将根据多个与工作相关因素进行单独确定，包括地点、技能、经验和教育背景。
我们具有竞争力的薪资只是 Osaic 总体薪酬包的一部分。其他福利包括：健康保险、视力保险、牙科保险、401k 计划、带薪假期和病假、志愿者日等。要查看您可期待的更多详情，请访问我们的职业页面：
职位类型：全职
简介：
区域顾问副总裁将负责推动指定区域内顾问的销售策略和财务规划采用。该职位将结合内部和现场销售策略，要求与顾问进行面对面互动，以推动公司顾问平台（财富管理平台）的采用。区域顾问副总裁将向顾问副总裁汇报工作。
职责：
- 教育并推广基于费用的业务优势，促进公司顾问技术的采用，根据客户的需求介绍合适的基金经理，并帮助这些顾问扩大其整体顾问业务。虽然一对一会议将是主要的互动方式，但也期望向较大的顾问群体进行演讲。
- 执行虚拟区域策略，专注于管理该地区的顶级机会并保持流畅的销售管道。区域顾问将与内部对应人员密切合作，高效管理其区域的销售策略。
- 推动有影响力的互动和活动——邀请合适的顾问，创建并交付内容，并管理适当的会议跟进。与各种投资管理公司合作，提供资料、分享线索并就特定内容共同演讲。
- 向顾问介绍和支持各种产品方案——基金/ETF 模型、定制化的 SMA 模型、税务服务和私人客户解决方案。
- 审查和分析区域报告，以确定现有和新客户的优先级。与内部顾问合作，将销售线索转化为客户。
查看英文原文
Current Employees and Contractors Apply Here
Osaic Careers
Wealth Management Sales Opportunity in Financial Services
Vice President, Regional Advisory Consultant - West
Location(s):
California, Nevada, Hawaii, or Alaska
Role Type: Full-time: 50-75% Travel May Be Required
Salary: $85,000 - $100,000 per year + sales incentive compensation, paid quarterly.
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:
Role Type: Full time
Summary:
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:
- 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, and helping those advisors grow their overall advisory businesses. While 1:1 meeting will be the majority of interactions, presenting to sizable groups of advisors will be expected.
- 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.
- 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.
Preferred Requirements:
· CFP or CIMA certification
Current Employees and Contractors Apply Here
Originally posted on Himalayas