Pittsburgh, PA30+ days ago
POSITION SPECIFICATIONS: Bachelor degree in finance, business, economics, or related field required Minimum 10 years of experience in asset management, wealth management or related financial services, with at least 3 years in sales enablement, product strategy, wholesaling or distribution strategy Proven experience working with Customer Relationship Management (CRM), Business Intelligence (BI) and Enablement platforms (e.g., Salesforce, analytics dashboards), and partnering with Data and AI teams on data driven initiatives required In-depth knowledge of ETF structures, RIA business models and private markets/alternative investment vehicles used in advisor portfolios required Deep understanding of U.S. wealth management distribution and financial advisors required Experience building training curricula, sales content, and tools that drive measurable improvements in sales productivity, advisor engagement and AUM growth preferred Must possess/obtain FINRA Series 7 and Series 66 licenses immediately. (overtime as required) Field based office in United States Federated Hermes Tower - Pittsburgh, PA 15222 Travel required.