Senior Regional Consultant / Regional Consultant

Federated Hermes; Saint Paul (MN); Presencial; USD 85 000 - 135 000; Tempo integral

Resumo da oferta

Federated Hermes is seeking a Senior Regional Consultant/Regional Consultant to drive sales growth and deepen relationships with independent firms and RIAs across Minnesota and Western Wisconsin. This role requires strategic outreach, productive client meetings, and collaboration with internal teams to deliver comprehensive investment solutions.

The ideal candidate will have a Bachelor's in a business-related field, extensive outside sales experience in financial services, strong market

Qualificações

• Bachelor's degree required; business-related field preferred.
• Outside sales or financial services sales experience required; significant experience preferred.
• Knowledge of financial markets and investment products; proficiency with Salesforce, Power BI, Excel, PowerPoint, Word, SharePoint; FINRA 7 and 66 required or obtainable.

Responsabilidades

• Develop and manage relationships with independent firms and RIAs to promote Federated Hermes investment products and solutions.
• Conduct sales meetings, identify client needs, and support business development initiatives.
• Collaborate with Portfolio Managers, Operations, Compliance, Legal, and Internal Sales to deliver exceptional client service and support the sales process.
• Maintain accurate client activity records in Salesforce/CRM systems and provide market and client feedback to management.
• Represent Federated Hermes at industry conferences, seminars, and client events.

Conhecimentos

Sales & relationships

Financial markets knowledge

CRM proficiency

Microsoft Office proficiency

Formação académica

Bachelor's degree

Master's/CFMA/CFP designation a plus

Ferramentas

Salesforce

Power BI

Microsoft Excel

PowerPoint

Word

SharePoint

Copilot

Descrição da oferta de emprego

Senior Regional Consultant / Regional Consultant

Federated Hermes Career Opportunity #9759

Federated Hermes is seeking a Sr. Regional Consultant/Regional Consultant with demonstrated success to drive sales growth and grow relationships with independent financial firms and Registered Investment Advisors (RIAs) throughout Minnesota and Western Wisconsin.

Key Responsibilities:

• Develop and manage relationships with independent firms and RIAs to promote Federated Hermes investment products and solutions.
• Conduct sales meetings, identify client needs, and support business development initiatives.
• Collaborate with internal teams, including Portfolio Managers, Operations, Compliance, Legal, and Internal Sales, to deliver exceptional client service and support the sales process.
• Maintain accurate client activity records in Salesforce/CRM systems and provide market and client feedback to management.
• Represent Federated Hermes at industry conferences, seminars, and client events.

Qualifications:

• Bachelor's degree required; business-related field preferred. Master's degree, CIMA, or CFP designation is a plus.
• Experience in outside sales, sales support, or financial services required; significant financial services sales experience preferred.
• Knowledge of financial markets, investment products, and portfolio analytics.
• Proficiency with Salesforce, Power BI, Microsoft Excel, PowerPoint, Word, SharePoint, and Microsoft Copilot.
• FINRA Series 7 and 66 licenses required or ability to obtain immediately.
• Strong communication, presentation, organizational, and relationship-building skills.
• Valid driver's license required; extensive travel within the territory is expected.

This role offers an exciting opportunity to build strong client relationships, contribute to asset growth, and represent a leading global investment manager in a dynamic market.

About Federated Hermes

At Federated Hermes, our goals are to help individuals invest and retire better, to help our clients achieve better risk-adjusted returns, and to contribute to the positive outcomes in the wider world. We pledge to always putting our clients first and to acting responsibly and transparently. Our commitment to active, responsible investment has enabled us to become a leading investment manager with $911.6 billion in assets under management; serving investors around the world.

We provide career opportunities that enable our employees to grow and meet their career aspirations while balancing the needs of their personal lives. We offer a collaborative environment that promotes doing things the right way and always with integrity, sharing ideas to drive positive change, and following through on our commitments. We are motivated by a higher purpose and always consider the impact of our work. We promote teamwork and foster a diverse, inclusive and respectful workplace where unique perspectives, ideas and experiences are recognized and appreciated for the contributions they bring.

Federated Hermes, Inc. offers a competitive salary and benefits package along with a professional environment.

Only those candidates in whom we have an interest will be contacted.

We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.

EOE – Including Disability / Vets

Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, pregnancy, sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any local, state or federal law applicable to Federated Hermes. As part of the firm’s equal employment opportunity statement, Federated Hermes will also comply with applicable government contractor obligations, including ensuring veterans and qualified people with disabilities are considered for employment and promotional opportunities consistent with current federal, state and local laws and regulations. Federated Hermes will also make reasonable accommodations for the religious practices of beliefs of applicants and employees, as well as for mental health or physical disability needs.