Great Lakes Regional Wealth Consultant

Lazard Asset Management; Chicago (IL); On-site; USD 100,000 - 150,000; Full time

Job summary

Lazard Asset Management is seeking a Territory Lead for Private Wealth Management (PWM) in Chicago, IL. The role requires managing sales strategies and building long-term client relationships.

Ideal candidates will have over 7 years of experience in financial services, deep fluency in capital markets, and advanced certifications are a plus. This position is perfect for those who can articulate complex investment strategies and want to work within a collaborative culture.

Qualifications

• 7–10+ years of successful sales experience in financial services.
• Deep fluency in capital markets and macro-economic trends.
• Exceptional presence to articulate complex strategies.

Responsibilities

• Serve as primary territory lead covering PWM in WI, IL.
• Own distribution strategy to meet sales targets.
• Build long-term relationships with clients.

Skills

Sales and distribution experience

Understanding of capital markets

Executive presence

CRM tools usage

Education

FINRA Series 7 and 63 or 65

Advanced certifications (CFA, CIMA, AAMS, CFP)

Tools

Salesforce

Job description

Lazard Asset Management is seeking a Territory Lead for Private Wealth Management (PWM) in Chicago, IL. The role requires managing sales strategies and building long-term client relationships.

Ideal candidates will have over 7 years of experience in financial services, deep fluency in capital markets, and advanced certifications are a plus. This position is perfect for those who can articulate complex investment strategies and want to work within a collaborative culture.