Internal Advisor Consultant

Lazard•New York, NY

16h•$85,000 - $105,000•Onsite

About The Position

The Internal Advisor Consultant serves a critical function within sales distribution of the Financial Institutions Group. The team focuses on strengthening existing advisor relationships, identifying new business opportunities, and contributing to overall sales objectives. Successful candidates bring strong knowledge of the sales process and investments, exceptional communication skills, and proven organizational and time‑management abilities. Most critically, the Internal Advisor Consultant must demonstrate poise, professional presence, strong presentation abilities, and a high degree of enthusiasm for building relationships and helping others.

Requirements

2-4 years of financial services industry experience.
Strong knowledge of capital markets as well as mutual funds, separate accounts, closed end funds, ETFs, and alternative investments.
Strong organization skills with the ability to manage multiple tasks.
Excellent verbal, written, and presentation skills.
Proven selling and relationship-building skills.
Self-starter and self-motivated person who also excels working in a team environment.
FINRA series 7 & 63 strongly preferred.
Strong computer skills, including MS Word, PowerPoint, and Excel.
Additionally, experience with SalesForce and/or other CRM platforms is a benefit.

Responsibilities

Work as a partner with Regional Consultants to develop, maintain, and expand relationships to drive sales in your territories for separate accounts, mutual funds, closed end funds, and alternative investments.
Develop new business within the territory by calling on Financial Advisors and providing sales/marketing information, completing requests for follow up information, and maintaining contact to provide timely updates on products and new ideas/offerings.
Handle incoming phone calls as it relates to product information and account/operational issues and provide solutions in a timely manner and professional manner.
Have a strategy for initiating outbound calls including scheduling calls, “thank you” calls, targeted campaign calls, and portfolio reviews.
Engage in planning and business development using a consistent sales process to drive sales and strengthen relationships within territories.
Proactively support team initiatives and complete special projects and other duties.
Partner with other teams within the Financial Institutions Group to support our sales distribution efforts.
Provide sales meeting preparation and follow-up for the Regional Consultant.