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RIA Market Consultant
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Full-time
- The RIA Market Consultant will engage with Registered Investment Advisor firms, with a focus on key decision makers and business executives at the target firms.
- By leveraging a consultative sales approach focused on delivering investment solutions, you will develop strong partnerships with target firms with the goal of securing new selling agreements, new product placement, and establishing new RIA relationships.
- The RIA Market Consultant is responsible for supporting major markets and directly managing secondary markets with a consultative sales approach to the marketplace.
- The RIA Market Consultant will look to organic sales growth, asset retention, and firm loyalty within assigned territory
- The RIA Market Consultant’s performance is measured by flows, assets under management, sales activity, client expansion and retention, and broader team contribution to the National Sales effort.
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