Vice President, Regional Advisory Consultant West

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    "jobDescription": "<h1><a href=\"https://www.myworkday.com/advisorgroup/d/home.htmld\" target=\"_blank\"><span class=\"emphasis-3\">Current Employees and Contractors Apply Here</span></a></h1><h1>Osaic Careers</h1><p><b>Wealth Management Sales Opportunity in Financial Services </b></p><p><b>Vice President, Regional Advisory Consultant - West </b></p><p></p><p><b>Location(s):</b>  </p><p>CA, NV, HI, AK</p><p></p><p><b>Role Type: </b>Full time</p><p></p><p><b>Summary: </b></p><p><span>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.</span></p><p></p><p><b>Responsibilities: </b></p><ul><li><p>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.</p></li><li><p>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.</p></li><li><p>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.</p></li><li><p>Introduce and support advisors on various product offerings – MF/ ETF models, customized SMA models, tax services and private client solutions.</p></li><li><p>Review and analyze regional reports to prioritize existing and new prospects. Partner with internal consultant on converting sales leads into opportunities.</p></li><li><p>Utilization of key reports and data to establish goals and opportunities for advisors.</p></li><li><p>Schedule individual 1:1 and regional meetings for your region.</p></li><li><p>Engaged with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy with the field.</p></li><li><p>Interactions will be expected to be logged in firm’s CRM system.</p></li></ul><p></p><p><b>Education Requirements:</b></p><ul><li><p>Master’s Degree preferred, bachelor’s degree from accredited university in Economics, Finance, Business, or related subjects required.</p></li></ul><p><b>Basic Requirements: </b></p><ul><li><p>Series 7 required.</p></li><li><p>Ability to travel 50-75% of the time.</p></li><li><p>5&#43; years in a similar role.</p></li><li><p>Driven and goal-oriented nature and enthusiastic sales-focused personality.</p></li><li><p>Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies.</p></li><li><p>Ability to introduce a complex subject matter in clear articulate fashion.</p></li><li><p>Ability to work independently with high level of organization and time management skills.</p></li><li><p>Deep experience working directly with financial advisors.</p></li><li><p>Familiarity with using a client relationship management program.</p></li></ul><p></p><p><b>Preferred Requirements: </b></p><ul><li><p>CFP or CIMA certification</p></li></ul><h1><a href=\"https://www.myworkday.com/advisorgroup/d/home.htmld\" target=\"_blank\"><span class=\"emphasis-3\">Current Employees and Contractors Apply Here</span></a></h1>",
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