Iwg Central - Branch Consultant

Apollopy

Base: $150k-$200k; bonus/equity: discretionary ann...
Not specified
Salesforce crm
Microsoft office suite
Financial services experience
The Iwg Central - Branch Consultant position at Apollopy seeks an experienced professional in financial services to support fundraising efforts and manage client relationships within the Central Region. The ideal candidate should possess strong communication and organizational skills, with a background in private wealth and alternative investments

Job Summary

  • The role supports field sales professionals in fundraising and prospecting, contributing to regional fundraising goals by managing and enhancing client relationships.
  • Develop a strong understanding of the private wealth landscape and client base within the assigned territory, facilitating informational requests and identifying potential issues.
  • This position is eligible for a discretionary annual bonus based on personal, team, and Firm performance, with a base salary range of $150k-$200k.

Matching Summary

Match Score: 85

The Iwg Central - Branch Consultant position at Apollopy seeks an experienced professional in financial services to support fundraising efforts and manage client relationships within the Central Region. The ideal candidate should possess strong communication and organizational skills, with a background in private wealth and alternative investments.

Salary

Base: $150k-$200k; Bonus/Equity: Discretionary annual bonus; Benefits: Not specified

Skills & Requirements

Must-have

  • Salesforce CRM
  • Microsoft Office Suite
  • Financial services experience
  • Client relationship management
  • Investor relations support

Nice-to-have

  • Alternative investments knowledge
  • Proactive issue identification
  • Collaborative work environment
  • Commercial outcome driven

Key Requirements

  • Bachelor's degree required
  • 4-6 years' minimum experience
  • Prior experience with bank platforms, RIAs, or private wealth clients
  • SIE, Series 7 & 63 required

Work Rights

Not specified

Tailored Resume

Cover Letter