Internal Consultant - FIG

Nomura Holdings, inc. • Philadelphia, PA

1d • $50,000 - $70,000

About The Position

Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.
Aon’s Benefit Index®, Nomura’s benefits rank #1 amongst our competitors

The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura’s century long heritage, our teams are responsible stewards of clients’ capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goalsRole Description:
As an Advisory Consultant (AC), you will work with your Senior Advisory Consultant (SAC) counterpart to represent Nomura and our strategic suite of public and private investments including Private Alternatives, Mutual Funds, Separately Managed Accounts and Exchange Traded Funds with a focus on Registered Investment Advisors and Bank Trust firms in the designated region. In this pivotal role, you will help build asset growth and firm profitability by enhancing strategic relationships through a consultative sales model.
You will also analyze industry data to build a business plan in partnership with your Senior Advisory Consultant (SAC) so that you can achieve sales goals for the territories you cover.  You'll use your strong communication, market-knowledge, and data skills to build relationships with clients, wholesalers and others within Nomura and work as a member of a talented distribution team to see that all client service issues are brought to a resolution.

Requirements

• Bachelor's degree required
• Knowledge of financial marketplace
• Knowledge of virtual meeting platforms
• Experience with analyzing data to create a business plan
• Strong presentation, communication and organization skills
• Ability to travel

Nice To Haves

• Associate Level: Knowledge of financial marketplace, experience with the sales of financial products and two years of prior financial services experience preferred Series 7 and 66 (or 7, 63 and 65) licenses preferred
• Analyst Level: Securities Industry Essentials (SIE) preferred, with ability to complete the Series 7 and Series 66 licenses within 3 months of start date

Responsibilities

• Implementing tactical strategies through the use of data in partnership with your SACs to increase sales, prepare weekly action plans, retain assets, and cultivate new clients
• Developing and maintaining an in-depth knowledge of financial markets, Nomura products and services and the competitive landscape; discussing the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks)
• Working as part of a team (SAC and AC), developing strong sales acumen to meet and surpass sales and activity goals for the region
• Analyzing data from multiple sources to segment clients and formulate a successful sales outreach strategy
• 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 from partners and advisor clients regarding product questions
• 5-10% travel with SAC or to cover for your SAC to help present our products and services; represent Nomura at various regional meetings and industry conferences
• Ensuring compliance with internal and external rules, policies and procedures as well as regulatory requirements

Benefits

• full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level