Internal Sales/Advisory Consultant

Nomura Holdings, inc.•Philadelphia, PA

2d•$50,000 - $70,000•Onsite

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. 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 goals.

Requirements

Bachelor's degree required
Knowledge of financial marketplace
Experience with the sales of financial products
Two years of prior financial services experience preferred
Series 7 and 66 (or 7, 63 and 65) 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
Securities Industry Essentials (SIE) preferred, with ability to complete the Series 7 and Series 66 licenses within 3 months of start date

Nice To Haves

Corporate Title: Analyst/Associate
Department: Wealth Distribution
Location: Philadelphia, PA

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; discussing 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 from partners and/or advisor clients regarding product questions
Ensuring compliance with internal and external rules, policies and procedures as well as regulatory requirements