The National Sales organization within Wealth Management focuses on the strategy and day-to-day management of the Business Development and Product Distribution teams to assist Financial Advisors in providing the most optimal solutions for their clients. National Sales is comprised of Product Specialists (e.g., Alternative Investments, Consulting Group), Business Development Managers (BDMs), Internal Product Sales Desks, and a Home Office team committed to supporting the growth and overall success of our most motivated Financial Advisors. National Sales works closely with senior management across Firm functions as well as Global Partners to coordinate and drive the firm’s growth initiatives.
• This position will report directly to the Vice President (VP) of Strategic Initiatives
• Support the VP of Strategic Initiatives in overseeing specific Firm mandated initiatives, such as Digital, Goals Based Wealth Management or reacting to the changing regulatory and competitive environment, and representing the National Sales organization in shaping and delivering these initiatives to the field
• Lead communication point across field and home office departments
• Assist the VP of Strategic Initiatives in implementing strategic and tactical solutions that achieve desired growth objectives through independent efforts
• Thoughtful interaction with cross functional business partners
• Preparing and delivering presentations to senior management and other external partners
Skills Required:
QUALIFICATIONS
Skills Required:
• BS/BA degree required
• At least 3-5 years post-college experience
• Self-starter with exceptional project management skills
• Strong business judgment and problem solving skills
• Strong analytical, written, and verbal skills with attention to detail
• Ability to work effectively independently or as part of a team
• Ability to work well with employees across a diverse range of functional groups in a fast-paced environment
• Ability to represent the firm professionally in interaction with internal and external contacts
• Advanced Knowledge of Microsoft Excel and PowerPoint
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