Director, Institutional Consulting

Focusfinancialpartners

Los Angeles, CA, United States
Base: $125,000 + commission; bonus/equity: annual ...
On-site
Institutional and advisory clients
Sales strategy and execution
Client relationship management
Play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors

Job Summary

  • Play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors.
  • Leveraging your industry knowledge and sales expertise you will be responsible for promoting our investment strategies and solutions to key decision-makers, fostering long-term partnerships, and achieving sales targets.
  • Focus provides team members the flexibility to work a hybrid schedule.

Matching Summary

Play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors.

Salary

Base: $125,000 + commission; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • institutional and advisory clients
  • sales strategy and execution
  • client relationship management
  • achieve sales targets
  • investment strategies and solutions

Nice-to-have

  • data-driven investment firm
  • dynamic risk-managed strategies
  • active market navigation
  • long-term partnerships

Key Requirements

  • Bachelor's degree in finance, economics, business, or related field
  • Series 7 and Series 65 licenses required
  • Demonstrated expertise in business development across major wirehouse firms & RIAs
  • Willingness to travel frequently

Work Rights

Not specified

Tailored Resume

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