Internal Advisor Consultant

Lazard Asset Management; New York (NY); Vor Ort; USD 85.000 - 105.000; Vollzeit

Zusammenfassung

Lazard Asset Management in New York seeks an Internal Advisor Consultant to support sales distribution within the Financial Institutions Group. You will develop and maintain relationships and identify new business opportunities to drive sales.

The ideal candidate will have strong knowledge of capital markets, excellent communication and organizational skills, and the ability to manage multiple tasks. A competitive salary and benefits package are offered.

Qualifikationen

• 2-4 years of financial services industry experience.
• Strong knowledge of capital markets, mutual funds, and alternative investments.
• Self-starter and self-motivated, able to work independently.

Aufgaben

• Develop and maintain relationships with financial advisors.
• Identify new business opportunities to drive sales.
• Provide solutions for account and operational issues.

Kenntnisse

Sales process knowledge

Exceptional communication skills

Organizational abilities

Relationship building

Time management

Tools

SalesForce

MS Word

PowerPoint

Excel

Jobbeschreibung

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture foster collaboration, skill development, and relationship building across a global network of over 3,000 professionals.

The Internal Advisor Consultant supports sales distribution within the Financial Institutions Group by strengthening advisor relationships, identifying new business opportunities, and contributing to overall sales objectives. We look for candidates with strong knowledge of the sales process and investments, exceptional communication skills, and proven organizational and time‑management abilities.

We’ll Trust You To

• Work as a partner with Regional Consultants to develop, maintain, and expand relationships to drive sales in your territories for separate accounts, mutual funds, closed‑end funds, and alternative investments.
• Develop new business within the territory by calling on Financial Advisors and providing sales/marketing information, completing requests for follow‑up information, and maintaining contact to provide timely updates on products and new ideas/offerings.
• Handle incoming phone calls related to product information and account/operational issues and provide solutions in a timely and professional manner.
• Have a strategy for initiating outbound calls including scheduling calls, "thank you" calls, targeted campaign calls, and portfolio reviews.
• Engage in planning and business development using a consistent sales process to drive sales and strengthen relationships within territories.
• Proactively support team initiatives and complete special projects and other duties.
• Partner with other teams within the Financial Institutions Group to support our sales distribution efforts.
• Provide sales meeting preparation and follow‑up for the Regional Consultant.

You’ll Need To Have

• 2‑4 years of financial services industry experience.
• Strong knowledge of capital markets as well as mutual funds, separate accounts, closed‑end funds, ETFs, and alternative investments.
• Strong organizational skills with the ability to manage multiple tasks.
• Excellent verbal, written, and presentation skills.
• Proven selling and relationship‑building skills.
• Self‑starter and self‑motivated, able to work independently and as part of a team.
• FINRA Series 7 & 63 strongly preferred.
• Strong computer skills, including MS Word, PowerPoint, and Excel; experience with SalesForce and/or other CRM platforms is a benefit.

What We Offer

We expect the base salary range for this role to be approximately $85,000 – $105,000 USD. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.