Regional Consultant - Great Lakes

Lazard•Chicago, IL

12d•Remote

About The Position

The Regional Consultant - PWM Great Lakes serves as a strategic leader and driver of distribution within the Financial Institutions Group, owning the execution of Lazard’s investment solutions across the territory. The role focuses on delivering deep, consultative expertise to sophisticated financial advisor networks while driving material asset growth and establishing Lazard as a premier investment partner. Successful candidates possess sophisticated knowledge of global capital markets, a deep-seated entrepreneurial spirit, and a documented history of navigating complex sales cycles to consistently exceed net sales targets. Most critically, the Regional Consultant must embody executive presence and intellectual leadership, serving as a senior ambassador for the firm’s investment platforms while effectively leading and mentoring internal partners to optimize territory coverage and client impact.

Requirements

7–10+ years of successful sales and distribution experience within the financial services industry, specifically within the PWM channel
FINRA Series 7 and 63 or 65 required
Deep fluency in capital markets, macro-economic trends, and the technical mechanics of separate accounts, ETFs, and alternative investment structures
Exceptional executive presence with the ability to articulate complex investment strategies to sophisticated advisors and institutional-caliber clients
Highly organized with the ability to manage a vast geographic territory, utilizing CRM tools (Salesforce) to drive data-driven sales decisions

Nice To Haves

Advanced professional certifications such as the CFA, CIMA, AAMS, or CFP are highly desirable and viewed as a differentiator

Responsibilities

Serve as the primary territory lead covering PWM in WI, IL
Own the distribution strategy and execution to meet or exceed gross and net sales targets across the territory
Proactively build and maintain meaningful, long-term relationships with clients
Act as a subject matter expert on Lazard’s investment platforms, conducting high-impact in-person meetings, portfolio reviews, and technical presentations to influence advisor asset allocation
Identify high-potential prospects and "key decision-makers" to close complex sales and secure platform placements
Manage and mentor your Internal partner to ensure seamless territory coverage, effective lead generation, and optimized travel schedules
Serve as an ambassador for the Lazard brand, embodying the firm’s intellectual capital and entrepreneurial culture.