The Vice President of Internal Advisory Platform Sales is responsible for building out and leading the internal advisory platform sales desk supporting our intermediary clients (Broker/Dealers, Banks, RIAs, and Family Offices) which utilize our Company managed account platform offering. This role will be responsible for building out a centralized, phone-based team of associates dedicated to providing managed account platform expertise to our intermediary clients and driving platform adoption, education and managed accounts sales.
As fee-based advisory services become the dominate financial services business model Company Institutional is expanding our offering suite and launching a dedicated Investment Advisor and managed account offering to support the needs of our intermediary clients (Banks, Broker/Dealers, RIAs, and Family Offices). The Vice President of Internal Advisory Platform Sales role reports into the Company managed accounts distribution team which mission is to promote the adoption of our managed account offerings across our intermediary customer base. This role is core to this strategic initiative. The internal sales desk will provide centralized platform consulting and sales support to participating intermediaries. This desk will provide single point of contact support via dedicated 800 number during operating hours to all intermediaries utilizing our managed account platform offering. The Vice President will lead this effort, build out the team, establish operating model and drive ongoing platform adoption and education efforts. The role is fundamental to the success of our advisory platform offering and will work closely with our field-based resources and investment consulting associates in supporting intermediary sales. The role will also collaborate extensively with Managed Account Product Management, Client Experience, Relationship Management, and other business partners.
The Expertise You Have
Bachelor’s degree required. MBA preferred.
CFP, CIMA preferred
Minimum five years advisory wealth management practice / sales required
Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)
The Skills You Bring
You are passionate about wealth management and advisory solutions and are obsessed with delivering superior client experience to our financial intermediary client base
You are an expert on the breadth of investment capabilities, programs, and supporting tools and services available through the platform
You have superior presentation skills, an affinity for sharing your knowledge on advisory solutions, industry best practices, and representing the full suite of Company’s advisory platform capabilities
You have the expertise, confidence and skill to assist intermediary clients in utilizing the managed account platform to deliver impactful solutions for their clients
You are self-starter, independently oriented and are thrilled by prospect of working on strategic initiatives and thrive working in fast pace, client focused environment which requires adaptability mindset
You will develop, implement and refine internal sales desk operating model (staffing, technology, operating procedures).
The Value You Deliver
You develop and lead an impactful Internal Advisory Platform Sales desk supporting intermediaries using our managed account capabilities.
You deliver value to our customers by effectively sharing your dedicated subject matter expertise and best practice guidance on the entire suite of advisory platform capabilities (including integrations with key advisory workflows, deep knowledge of advisory programs, services, tools, and investment product offerings).
You are motivated by success as measured by platform adoption statistics (proposal volume, platform sales, successful introduction of various platform offerings) and are energized by challenges associated with introducing new advisory solution to the marketplace
You will be coordinating with broader Company Managed Account Platform Distribution team to deliver outstanding sales support to our managed account platform clients and collaborating with key business partners
You diligently maintain highest level of compliance to all regulatory, business and compliance policies
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