Regional Consultant

Russell Investments•Toronto, ON

22h•Hybrid

About The Position

The Regional Consultant (RC) will act as an integral partner in driving the sales results of Russell Investments in their assigned Sales Region. To achieve this, the RC will dedicate most of their time establishing sales rapport with all Investment Advisors within the region including our top advisors and to a greater extent developing new relationships. This will be achieved primarily through telephone contact, email and scheduled face to face contact. Working in close partnership with the Regional Director and the Client Service Associate, the RC will maintain a focus on uncovering business needs of advisors and match those to opportunities for Russell products and services. Sales results will be achieved by maintaining a high degree of phone activity (primarily outbound calls) and virtual discussions using technology and maintaining a focus on rotation through the entire territory striving for full client coverage. Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm has $355 billion in assets under management (as of 6/30/2025) for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world. Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Requirements

Bachelor’s degree in Finance, Marketing or related area is required.
Minimum 2-5 years of experience in the financial industry, or strong related sales experience is preferred.
Experience working with investment advisors and a solid understanding of the advisor and investor behaviors is also a requirement.
Strong Sales and Organizational Skills are a requirement for this role in order to identify needs and opportunities.
Relationship and Interpersonal skills with an ability to develop broad, mutually beneficial partnerships.
An in-depth knowledge of the investment management industry, mutual funds, sales strategies and techniques, and account relationship management.
Strength and comfort level in presentation skills as well as professionalism in a client facing role are a requirement.
Strength in client service with an ability to be resourceful to provide solutions.
Ability to prioritize time, to work independently and to use sound business judgment in making decisions.

Nice To Haves

Canadian Securities Course (preferred)
Previous experience in the mutual funds or asset management business is a definite asset.
Working knowledge of Russell’s business is an asset.

Responsibilities

Achieving specific sales targets on an annual basis, broken down to reflect developing new advisor relationships and focusing on existing advisors.
Leveraging resources within Russell in both the sales group and other departments to drive success.
Conducting meaningful sales conversations with advisors.
Conducting clearly defined sales calls and virtual discussions as outlined by Russell against specified Call Activity Targets.
Accurate record keeping of key data to move the relationship forward.
Thorough territory rotation and coverage of the assigned sales region primarily through telephone contact and virtual meetings to prospect new advisors as well as support existing sales relationships.
Responding effectively and in a timely manner to address advisor needs to develop deeper client relationships.
Maintaining an ongoing commitment to personal development and understanding of the Russell offering.
Actively participating in RC team meetings with an emphasis on sales workshops geared toward sales skills development, presentation skills refinement, as well as objection handling strategies.
Participating in National Sales initiatives, contests, campaigns, and offsite meetings.
Acting as an integral part of their assigned regional territory in partnership with Divisional Directors initiatives, Regional Directors initiatives and strategic execution plans set forth by National Sales.
Working towards successful execution of territory sales plans, including assisting in driving success of Regional/National initiatives and identifying new sales opportunities.
Spending more than 50% of their time expected to increase sales penetration significantly in the designated region from developing or non-supporters, while deepening relationships with some existing clients.
Booking meetings for Regional Directors as a result of sales calls.
Generating and gaining commitment from advisors to attend events or participate in region-specific sales initiatives.
Creating sales proposals, creating emails or sales messaging pertinent to prospecting, and maintaining CRM data integrity for individual region.
Traveling to the designated territory a minimum of once per quarter.
Occasionally, involvement in regional initiatives may be required, for example attending National Events, Conferences, and Road shows, etc.