Investment Consultant

Our client, an asset manager in Chicago, is looking to add an Investment Consultant to their Business Development team.ResponsibilitiesWork collaboratively with cross-functional teams to seek out opportunities with various markets and create tactical plans to identify performance gapsHelp to execute marketing strategies and test sales theoriesAnalyze data to ensure that all territories are meeting their KPIsAssist in developing territory specific marketing and sales plans to aid in growth objectivesReport results of initiatives and act as an internal resource to all teamsQualificationsBachelors degree (Finance, Business Administration, Economics, or related)0-3 years experience in financial servicesFINRA Series 7 and Series 63Strong Excel skillsSalesforce knowledge a plus

Created: 2025-02-23