Job Description

INVESTMENT CONSULTANT – BOSTON, MA

BAY STATE SEARCH HAS PARTNERED WITH A REPUTABLE INVESTMENT MANAGEMENT FIRM SEEKING AN INVESTMENT CONSULTANT TO JOIN THEIR TEAM.

KEY RESPONSIBILITIES / DUTIES:

·         Develop client relationships, including expanding existing client relationships and developing new profitable relationships

·         Conduct consultative, relationship-building sales calls

·         Assist in the development and implementation of a territory sales plan

·         Approach interactions as a consultant, starting with client needs and effectively leveraging internal resources needed to meet those needs, including delivering insight-based education, coaching, and portfolio construction consultations

·         Simplify the complex investment universe through portfolio construction and manager selection consultations to clients with varying technical expertise

·         Develop and execute on a data-driven client segmentation model, including the consistent profiling of clients, timely and accurate memorializing of all interactions into the firm’s CRM system, and successful allocation of resources

·         Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms

·         Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences

WORK EXPERIENCE / KNOWLEDGE:

·         Minimum of 2 years of sales experience in financial services

·         Must hold an active FINRA Series 7, Series 6, Series 65, and/or and 63 license.

·         Strong written, verbal, and interpersonal communication skills

·         Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results

·         Bachelor’s degree in Finance, Business, or related field preferred