RD will be responsible for driving overall CG business in the RD's coverage area. This includes CG revenue, overall CG penetration, gross sales, net sales and Advisory development with a focus on driving advisory and discretionary business overall.
· RD will be required to assist FA's and the business development organization in driving overall CG business through book optimization and sales strategies. This will include identifying CG opportunities in FA's current book, prospecting opportunities as well as opportunities in the region, complex and branch.
· RD will be required to assist FA's at client meetings involving CG business. RD's must have strong communication skills for client presentations and will be required to discuss the overall CG message, investment strategy, research and CG products and platforms.
· RD will be required to take a lead role in assisting national sales in recruiting advisors to the firm. RD will work with the region and complex to attend on site meetings with recruits, discuss investment solutions at MSSB and coordinate CG resources to assist in on boarding recruits.
· RD will be required to have excellent presentation skills. RD will be required to present at regional events, complex and branch meetings as well as client events on the overall CG message, CG training, advisory development, as well as investment management.
· RD will be proactive in creating CG education meetings and regional events. This will include offsite meetings partnered with third party managers. These meetings and events will focus on investment strategy, practice management, advisory development, and CG training.
QUALIFICATIONS
· Bachelors Degree or Equivalent Experience
· Series 7, 63 and 65 or Series 7 & 66 required
· CIMA Preferred
· Over 5 years investment experience
· External s sales experience
· Strong Knowledge of Consulting Group
· Excellent technical skills
· Good marketing, training and presentation skills
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