Intermediary Sales - Regional Consultant, Western Region

Nomura Holdings, inc.•New York, NY

1d•$100,000 - $120,000•Onsite

About The Position

The Internal Sales Consultant will work in partnership with the Regional Directors and will focus on all private markets opportunities in the private wealth channel within the respective regions in conjunction with their generalist counterparts. They will focus primarily on call campaigns, meetings, and additional virtual mediums to help Regional Directors build their businesses and increase AUM. They will strategically manage their territory by providing insight, advice, practice management ideas and product updates to registered representatives.

Requirements

At least 3 years of relevant sales experience within the private markets space and existing relationships with clients, including relevant experience in selling products in the private markets / alternatives universe.
3+ years of sales experience within private markets with a strong proficiency in both the issues they face and industry trends more generally
Comprehensive understanding of financial investment strategies, including a depth of expertise across alternative assets classes in both private and registered structures (interval funds, BDCs, REITs)
Demonstrated track record of success raising assets and increasing market presence within the private markets
Excellent communication skills, both written and verbal
Strong organizational skills and an ability to prioritize targets and handle a busy calendar of client meetings
Strong interpersonal and relationship-building skills, being comfortable in a small team, highly entrepreneurial environment – team players who contribute to a thriving team culture
Ability to work in a changing, fast-paced, high-activity environment, with enthusiasm and a positive attitude
Bachelor’s degree or equivalent, in Economics, Finance, or related field
FINRA Series 7, 63, 65 or 66 required

Nice To Haves

CAIA/CFA/CIMA preferred

Responsibilities

Work in partnership with specified Regional Directors to develop and maintain relationships across private wealth channel within the respective regions in order to drive sales and AUM growth
Assist in developing and implementing business plan to manage territories in most efficient and impactful manner, including ongoing management of sales pipeline and utilizing data/analytics to facilitate target marketing
Must have research and analytical capabilities; research competitor products, gain a high proficiency in those products, and understand how those products will interact with the overall composition of our clients’ portfolios
Efficiently utilize analytic tools to supplement presentations with financial advisors
Maintain constant and open communication with Regional Directors to ensure maintenance of daily activities and meeting/call notes in CRM
Generate and maintain continuous touchpoints by email, phone, and in-person with clients to build rapport, trust, and connectivity; assist with client service inquiries and requests, including leading update calls
Develop consultative relationships with the targeted financial institutions and drive revenue within their region
Participate in internal roundtable discussions and feedback sessions, increasing industry knowledge and product expertise