Senior Associate, Internal Advisor Consultant

Cohen & Steers • New York, NY

2d • $80,000 - $84,000 • Hybrid

About The Position

The Senior Associate, Internal Advisor Consultant provides service to financial advisors across wirehouse, regional broker-dealer, IDB, RIA, bank trust, and multifamily office channels nationwide, working in partnership with Regional Consultants to maintain and cultivate relationships. The role supports new-business development and existing relationships, responds to advisor requests, and resolves account issues and inquiries involving mutual funds, separately managed accounts, closed-end funds, private vehicles, and CITs.

The position grows sales and activity within an assigned territory by contacting financial advisors regularly, managing the sales process, and using data and technology to identify opportunities to increase penetration and market share. It also provides product and market information, handles daily inquiries, and develops relationships with select Silver Segment Advisors. The role follows the Company’s hybrid work policy, which currently requires four days per week at its New York City office and permits one remote workday. Cohen & Steers states its commitment to an inclusive culture that values diversity in support of its people and clients.

Requirements

• Proven record of consistently exceeding annual territory sales goals and ranking in the top quartile of annual territory sales rankings.
• Proven ability to develop deep relationships with clients and Silver Segment Advisors to raise assets.
• Experience selling or marketing investment products.
• Two to three years of similar experience.
• Consistently exceed the goal set for quality contacts.
• Demonstrate sales leadership for new product launches and maintain a diversified business mix.
• Mastery of investment products and research.
• Proficiency in aligning investment solutions with partner firms’ research.
• Bachelor’s degree.
• Series 7 or Series 6 license required; Series 63 preferred. If not already held, Series 63 must be obtained within three months.
• Experience within financial services.
• Demonstrate inclusive behaviors in support of a culture that values diverse perspectives.
• Agree to comply with the hybrid work policy, currently requiring four days per week at the New York City office and permitting one remote workday.

Nice To Haves

• MBA.
• Series 63 license.

Responsibilities

• Grow sales and activity within the assigned territory by regularly contacting financial advisors and managing the sales process.
• Support Regional Consultants in developing new business and servicing existing relationships.
• Follow up with financial consultants who establish new business and educate them on current and upcoming products.
• Record all activities in Salesforce CRM.
• Use data and technology to identify markets, firms, and financial advisors for increasing penetration and market share.
• Discuss investment solutions and current economic and market conditions knowledgeably with financial advisors and other key personnel.
• Provide service and support to financial advisors by responding to requests and resolving account issues.
• Respond to daily telephone inquiries about the performance and positions of funds and managed accounts.
• Cultivate and maintain relationships with select Silver Segment Advisors, including advisors in areas less frequently visited by Regional Consultants.

What This Job Offers

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