Regional Consultant Associate

Less than 5 years experience  •  Financial Services

Salary depends on experience
Posted on 08/15/17
Milwaukee, WI
Less than 5 years experience
Financial Services
Salary depends on experience
Posted on 08/15/17

Description

 

Role Summary

The primary purpose of the Regional Consultant Associate is to work effectively with our intermediary clients so as to acquire, develop and retain assets for Russell Investments. Through a large number of relationships across a broad group of distribution partners, the  Regional Consultant Associate assists financial professionals in leveraging their time, creating a more scalable business, and helping their clients achieve investment objectives with greater certainty. The Regional Consultant Associate provides a high quality, value-added sales and service experience by building and maintaining relationships with financial professionals inside assigned territory in order to serve as a resource for their needs. The Regional Consultant Associate works in close partnership with the Regional Director and other Russell Investment business groups, ultimately creating a unified and highly targeted approach to provide a consistent, elite client experience.

The responsibilities of the individual in this position include:

·         Strong prospecting through a highly targeted outbound sales effort.

·         Successful identification and development of new producers.

·         New partner indoctrination and ongoing partner education and training activities.

·         Consultative business and practice development activities which develop and further existing advisor relationships.

·         Investment proposal generation and communication, including Morningstar, Zephyr, and proprietary tools.

·         Communication of Russell's knowledge capital markets knowledge and insight.


The successful candidate will have extensive demonstrable skills and experiences including the following:

·         Bachelor's degree in investment management, finance, business or related field

·         Series 7 license OR 6 and 63: Series 66 license preferred

·         3 years client service experience in an investment management or related business.

·         Possess in-depth understanding of the financial industry, financial concepts, product knowledge, investment management, competitive information and client-service strategies.

·         Solid knowledge of financial concepts and the mathematics behind them.

·         Demonstrated consultative selling and relationship management experience.

·         Effective oral and written communication skills as well as presentation and interpersonal skills.

·         Demonstrated use of discretion and judgment when dealing with financial professionals, end clients, and / of matters of privacy.

·         Strong organizational and delegation skills, attention to detail, and the ability to work under pressure and to a deadline.

·         Ability to be self-directed, self-managed, possesses proven decision-making skills and sound judgment.

·         Working knowledge of Microsoft Office, and the ability to learn Russell-specific applications (RPG, RLINK, etc.). CRM experience is beneficial.

·         Distribution specific knowledge highly desired.

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