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 Insurance

401(k) Plan

PTO

Paid family leave

Job summary

Oppenheimer Asset Management (OAM) seeks a Regional Sales Consultant to join its Chicago-based Sales Team. The role partners with Regional Directors and Financial Advisors across the Midwest to drive advisor engagement, deliver product education, and support business development initiatives.

You will act as a product expert for OAM solutions, including SMAs and managed accounts, build lasting relationships, provide training and sales support, and travel about 25% to visit advisors and events

Qualifications

• Bachelor's degree in Finance, Business, Marketing, Economics, or a related field is required.
• 3–5+ years of experience in asset management, wealth management, financial services sales, relationship management, or investment consulting.
• Active FINRA Series 7 and Series 66 registrations are required; knowledge of wealth management products is preferred.

Responsibilities

• Develop and maintain strong relationships with Financial Advisors across the assigned territory to increase engagement and utilization of OAM investment solutions.
• Provide product education, sales support, and ongoing relationship management to Financial Advisors.
• 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 events throughout the territory.
• Support asset gathering by helping Financial Advisors identify and implement investment solutions for clients.

Skills

Relationship management

Communication skills

Business development

Education

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

Job description

Oppenheimer Asset Management (OAM) seeks a Regional Sales Consultant to join its Chicago-based Sales Team. The role partners with Regional Directors and Financial Advisors across the Midwest to drive advisor engagement, deliver product education, and support business development initiatives.

You will act as a product expert for OAM solutions, including SMAs and managed accounts, build lasting relationships, provide training and sales support, and travel about 25% to visit advisors and events