As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist will act as a multi-territory coordinator partnering with external field coverage, sales leadership, intermediary specialist teams and the home office relationship group. Primary functions will include efficiently segmenting and driving advisor/COI engagement while helping to optimize external territory sales coverage and deliver the overall client experience.

Responsibilities

• Partner with Advisor Consultants to maximize overall sales/fundraising efficiency and deliver an excellent client experience
• Embrace data and field knowledge to optimize and scale territory coverage
• Support the coverage of territory COIs with a focus on strategic relationship building and increasing brand awareness
• Partner with home office coverage to prioritize and align NB’s initiatives across advisor segments (e.g., PWM, private bank)
• Scale the allocation of firm resources with a focus on optimizing leverage (specifically specialists and firm leadership, as appropriate)
• Professionally manage the territory sales pipeline in partnership with Advisor Consultants; partner on client segmentation and lead generation optimization
• Build FA relationships through follow-ups and a consistent engagement process
• Primarily engage with clients remotely with the potential for in-territory travel
• Partner with leadership around marketing and product feedback loops

Qualifications

• Minimum five years’ experience in intermediary distribution; for example, FA engagement, home office coverage/support, and/or hybrid or external client coverage
• Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment
• Strong analytical and organizational skills and attention to detail; ability to prioritize projects and create and utilize a strong client management process
• Strong commercial and analytical skills; ability to use, structure, and interpret data at a strategic level
• Demonstrable leadership capabilities and a self-starter mindset
• Ability to coordinate client engagement across multiple territories, and help manage relationships across various roles and seniority levels including advisors and COIs
• Self-motivator and team-oriented
• CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred
• Series 7, 63, 24, 65, or 66 (or obtained within 6 months of hire)

To see full job description and to apply CLICK HERE

When applying be sure to let them know how you heard about the job. On the “Applicant Source” question, click “External Partnerships & Associations” from the dropdown, and then check the box next to Toigo.