Broker Dealer Sales / Custody

Selling custody, trade execution, technology and consulting solutions to registered investment advisors (RIAs). Responsible for sourcing qualified leads and converting prospects to clients. Strong candidates will have a proven record of success selling in a business-to-business environment. The successful Sales Consultant has a broad knowledge base of the industry and the individual Advisors business. From cold calling to closing, this salesperson must be capable of leading each opportunity through a long sales cycle to a successful conclusion. Must be capable of engaging business owners in a consultative dialogue and identifying business and organizational issues. Must also have a record of success in gaining support and resources from colleagues over whom (s)he has no authority.Full understanding of industry rules, particularly the selling and servicing to RIA’s. Excellent problem solving skills. Respond to questions, research and resolve issues within scope of knowledge and authority. Ask probing questions to ensure understanding, and provide thorough, thoughtful and creative solutions to resolve issues. High attention to detail. Works in a collaborative team environment and is a positive influence within a team model structure. Excellent communication skills both written and verbal. Excellent customer service communication skills. Demonstrate courage to express opinions. Continuously raise performance expectations. Client contacts (both via phone and email) must be handled with the highest level of customer service and professionalism.

Qualifications :

 Minimum education is a BA, but an MBA preferred. Minimum experience is 3 years in Financial Services Sales, but 5+ years, specifically selling or marketing to RIA’s is preferred. Series 7 required.