Advisory Specialist - Sales Enablement, US

You’ll help shape and deliver HSBC’s investment advisory proposition for Private Banking and Wealth clients. As a member of the Advisory team, working with CIO, Portfolio Management, Product, and Technology, you’ll promote the tools, programs, and content that enable Advisors to deliver high-quality advice, portfolio analytics and implementation, and client reporting—within a strong risk and control framework.What you’ll doSupport the commercialization of Advisory programs, helping Advisors deliver net new money goals and asset retention.Partner with Portfolio Managers and CIO teams on model portfolios and portfolio implementation.Coordinate with long only and alternative manager research teams and product specialists to identify suitable implementation ideas.Collaborate with the Global Advisory team to deliver investment content, client proposals, and training.Define a roadmap and key deliverables for the Advisory proposition, including product enhancements.Identify use cases, improvements, and deficiencies across the investment journey—acting as the voice of internal and external clients.Engage stakeholders across Front Office, Sales Supervision, Governance, Legal, Compliance, Risk, Operations, and IT.Present at local and global governance committees and secure required approvals.Ensure smooth operation of Advisory platforms and proposition within a robust risk & control framework.Maintain Advisory-related procedures and documentation.What you’ll bringDemonstrable experience in Asset Management or Wealth Management, with a strong track record of delivering investment advisory and implementation outcomes.Strong knowledge of investments, asset allocation, and portfolio construction.Experience with wealth management platforms.Strong analytical, problem-solving, leadership, and presentation skills.Series 7 and Series 66 required.MBA or CFA preferred.Product management experience is a plus.