Regional Consultant - Great Lakes

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

Overview

Lazard is one of the world’s preeminent financial advisory and asset management firms.

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.

Responsibilities

• Serve as the primary territory lead covering PWM in WI, IL
• Own the distribution strategy and execution to meet or exceed gross and net sales targets across the territory
• Proactively build and maintain meaningful, long-term relationships with clients
• Act as a subject matter expert on Lazard’s investment platforms, conducting high-impact in-person meetings, portfolio reviews, and technical presentations to influence advisor asset allocation
• Identify high-potential prospects and "key decision-makers" to close complex sales and secure platform placements
• Manage and mentor your Internal partner to ensure seamless territory coverage, effective lead generation, and optimized travel schedules
• Serve as an ambassador for the Lazard brand, embodying the firm’s intellectual capital and entrepreneurial culture.

Qualifications

• 7–10+ years of successful sales and distribution experience within the financial services industry, specifically within the PWM channel
• FINRA Series 7 and 63 or 65 required
• Deep fluency in capital markets, macro-economic trends, and the technical mechanics of separate accounts, ETFs, and alternative investment structures
• Exceptional executive presence with the ability to articulate complex investment strategies to sophisticated advisors and institutional-caliber clients
• Highly organized with the ability to manage a vast geographic territory, utilizing CRM tools (Salesforce) to drive data-driven sales decisions
• Advanced professional certifications such as the CFA, CIMA, AAMS, or CFP are highly desirable and viewed as a differentiator