Regional Consultant, Asset Management Sales

Masis Staffing Solutions; Boston (MA); On-site; USD 150,000 - 200,000; Full time

Job summary

Masis Staffing Solutions is seeking a Regional Consultant to drive investment-management sales in Boston. You will work with Regional Directors to grow advisor relationships, identify opportunities, and develop territory strategies, gaining exposure to investment products and client relationship management.

The role targets candidates with 2–4 years in financial services, a Bachelor's degree, and a FINRA Series 7 license, with a plan to advance toward external wholesaling or Regional Director

Qualifications

• 2–4 years of experience in asset management, wealth management, investment banking, consulting, or related financial services.
• Bachelor's degree required.
• Active FINRA Series 7 license required.
• Strong interest in financial markets and business development.
• Excellent communication and relationship-building skills.
• Analytical, organized, and detail-oriented.
• Self-motivated, outgoing, and proactive with initiative.
• Interest in pursuing a long-term career in investment management sales.

Responsibilities

• Build and maintain relationships with financial advisors and existing clients while identifying new business opportunities.
• Partner with Regional Directors to develop and execute territory sales strategies.
• Prospect for new advisor relationships and coordinate client meetings.
• Analyze sales activity, assets under management, and territory performance to identify growth opportunities.
• Support Regional Directors with territory planning, travel coordination, and meeting preparation.
• Prepare investment performance updates and respond to client inquiries.
• Develop a strong understanding of the firm's investment strategies and communicate their value to financial advisors.
• Take increasing ownership of business development opportunities throughout the sales process.

Skills

Relationship-building

Communication

Business development

Analytical mindset

Sales process

Education

Bachelor's degree

FINRA Series 7 license

Job description

Masis Staffing Solutions is seeking a Regional Consultant to drive investment-management sales in Boston. You will work with Regional Directors to grow advisor relationships, identify opportunities, and develop territory strategies, gaining exposure to investment products and client relationship management.

The role targets candidates with 2–4 years in financial services, a Bachelor's degree, and a FINRA Series 7 license, with a plan to advance toward external wholesaling or Regional Director