Regional Consultant

Regional Consultant - Investment Management

A growing, privately held investment management firm in Boston is looking to add a Regional Consultant to its distribution team. This is an opportunity for someone early in their financial services career who enjoys building relationships, has an interest in the investment markets, and wants to develop a long-term career in asset management sales. You'll work directly with experienced Regional Directors, helping grow existing advisor relationships, identify new business opportunities, and develop territory strategies. The position offers hands-on exposure to investment products, client relationships, and the sales process, with a clear opportunity to progress into an external wholesaling or Regional Director role.

What You'll Do

• Build and maintain relationships with financial advisors and existing clients while identifying new business opportunities.
• Partner with Regional Directors to develop and execute territory sales strategies.
• Prospect for new advisor relationships and coordinate client and prospect meetings.
• Analyze sales activity, assets under management, and territory performance to identify growth opportunities.
• Support Regional Directors with territory planning, travel coordination, and meeting preparation.
• Prepare investment performance updates and respond to client inquiries.
• Develop a strong understanding of the firm's investment strategies and effectively communicate their value to financial advisors.
• Take increasing ownership of business development opportunities throughout the sales process.

What We're Looking For

• Ideally 2-4 years of experience in asset management, wealth management, investment banking, consulting, or a related financial services environment.
• Bachelor's degree required.
• Active FINRA Series 7 license required.
• Strong interest in financial markets, investment management, and business development.
• Excellent communication and relationship-building skills, with confidence interacting with financial advisors and investment professionals.
• Analytical mindset with strong organizational skills and attention to detail.
• Self-motivated, outgoing, and comfortable taking initiative to develop new relationships and opportunities.
• Interest in pursuing a long-term career in investment management sales.

Progress toward a CFA designation or MBA is a plus but not required.

Compensation Estimate:

Base Salary + Bonus + Points = $175,000 on target earnings

Why Consider This Opportunity?

This is more than a traditional internal sales support position. You'll join an established investment manager with a broad investment platform and work alongside experienced distribution professionals who can help you develop your sales and relationship-management skills. The firm is looking for someone who wants to grow, take ownership of advisor relationships, and ultimately transition into an external sales position. You'll gain direct exposure to territory management, investment-product positioning, business development, and the full sales process.

If you're looking to build a career in asset management distribution with a path toward external wholesaling, we'd welcome the opportunity to speak with you.