Strategic Internal Wealth Sales Advisor

Nomura Holdings, Inc.; Philadelphia, Northern (Philadelphia County, KY); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Nomura Holdings, Inc. is seeking an Internal Sales/Advisory Consultant in Philadelphia. You will work with external counterparts to represent Nomura’s public and private investments, building asset growth and profitability through a consultative sales model.

You will develop relationships with Financial Advisors and RIAs, conduct virtual meetings, and analyze industry data to create regional sales plans. Strong communication and data skills are essential.

Qualifications

• Bachelor's degree required
• Knowledge of financial marketplace; 2 years of prior financial services experience preferred
• Series 7 and 66 licenses already passed
• Strong interest in sales and proactive outreach
• Experience with analyzing data to create a business plan
• Strong presentation, communication and organization skills
• Ability to support 5-10% travel
• Bachelor's degree required
• Knowledge of financial marketplace
• Securities Industry Essentials (SIE) preferred, with ability to complete the Series 7 and Series 66 licenses within 3 months of start date
• Strong interest in sales and proactive outreach
• Experience with analyzing data to create a business plan
• Strong presentation, communication and organization skills
• Ability to travel 5-10%

Responsibilities

• Implementing tactical strategies to increase sales, prepare weekly action plans, retain assets, and cultivate new clients
• Conduct consistent sales outreach via phone calls and virtual meetings to build relationships and drive sales; outreach is to both cold and warm leads
• Developing and maintaining an in-depth knowledge of financial markets, Nomura products and services and the competitive landscape; discuss the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks)
• Working as part of a team developing strong sales acumen to meet and surpass sales and activity goals for the region
• Utilizing firm resources including but not limited to Broadridge, Salesforce, Allego, Seismic, and other technologies
• Obtaining virtual meeting appointments with firms to conduct a sales, or portfolio manager presentation
• Consulting with advisors to understand needs and cross selling products
• Building an understanding of key focus firms including products, platforms, structure and initiatives
• Maintaining and updating the Client Relationship Management system (Salesforce) for all advisor client activities in designated territories
• Fielding inbound calls frompartners and/or advisor clients regarding product questions
• Ensuring compliance with internal and external rules, policies and procedures as well as regulatory requirements

Skills

Sales experience

Presentation skills

Communication skills

Data analysis

Travel readiness

Education

Bachelor's degree

Tools

Series 7 & 66 licenses

SIE preferred

Job description

Nomura Holdings, Inc. is seeking an Internal Sales/Advisory Consultant in Philadelphia. You will work with external counterparts to represent Nomura’s public and private investments, building asset growth and profitability through a consultative sales model.

You will develop relationships with Financial Advisors and RIAs, conduct virtual meetings, and analyze industry data to create regional sales plans. Strong communication and data skills are essential.