Midwest Regional Asset Management Sales Consultant

Oppenheimer & Co Inc; Chicago (IL); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health, Dental, Vision, Mental Health

401(k)

PTO

Job summary

Oppenheimer & Co. Inc. in Chicago seeks a Regional Sales Consultant to join its Asset Management Sales Team. The role partners with Regional Directors and Financial Advisors to drive advisor engagement, deliver product education, and support business development initiatives.

The Regional Sales Consultant builds strong relationships, provides education on SMA platforms, alternative investments, and managed accounts, and travels throughout the Midwest to meet clients and support growth.

Qualifications

• Bachelor's degree required in Finance/Business/Marketing/Economics or related field.
• 3–5+ years of experience in asset management, wealth management, financial services sales or related areas.
• Active FINRA Series 7 and Series 66 registrations.
• Knowledge of wealth management products including SMAs, alternatives, managed accounts.
• Strong communication and relationship management skills.
• Willingness to travel approximately 25% within the territory.

Responsibilities

• Develop and maintain strong relationships with Financial Advisors across the assigned territory to increase engagement and utilization of OAM investment solutions.
• Serve as a key resource to Financial Advisors by providing product education, sales support, and ongoing relationship management.
• Partner with Regional Directors to execute advisor engagement strategies, territory growth initiatives, and business development efforts.
• Develop expertise in OAM's investment platform, including SMAs, alternative investments, model portfolios, and third-party investment solutions.
• Coordinate and participate in advisor meetings, branch visits, training sessions, and educational events throughout the territory.
• Support asset gathering efforts by helping Financial Advisors identify and implement investment solutions for clients.
• Collaborate with OAM product teams, investment professionals, and sales colleagues to support advisor needs and business objectives.
• Travel throughout the assigned territory to support advisor engagement, training events, and business development activities.

Skills

Relationship management

Communication

Travel readiness

Education

Bachelor's degree in Finance, Business, Marketing, Economics, or related field

Tools

FINRA Series 7

FINRA Series 66

Job description

Oppenheimer & Co. Inc. in Chicago seeks a Regional Sales Consultant to join its Asset Management Sales Team. The role partners with Regional Directors and Financial Advisors to drive advisor engagement, deliver product education, and support business development initiatives.

The Regional Sales Consultant builds strong relationships, provides education on SMA platforms, alternative investments, and managed accounts, and travels throughout the Midwest to meet clients and support growth.