SR. RIA REGIONAL CONSULTANT/RIA REGIONAL CONSULTANT

JOB OPENING #: 9146 

POSITION TITLE: SR. RIA REGIONAL CONSULTANT/RIA REGIONAL CONSULTANT

DEPARTMENT: B/D CENTRAL

POSITION SPECIFICATIONS:

• Bachelor degree required; business related field preferred; Master’s degree, CIMA or CFP preferred
• Minimum 1 – 3 years outside sales or sales support experience required; 5 year’s outside sales experience in the financial services industry preferred
• Knowledge of financial markets required
• Experience with RIA firms preffered
• In-depth knowledge of financial products required; Knowledge of Federated Hermes’s products preferred
• Knowledge of quantitative mutual fund investment techniques and terminology preferred
• Must possess/obtain FINRA series 7 and 66 immediately
• The experience level of the candidate will determine the level of the position as Sr. RIA Regional Consultant or RIA Regional Consultant.**

MAJOR DUTIES:

• Conduct systematic sales calls on RIA clients and prospective clients to identify needs, explain Federated Hermes’s investment products, processes and staff.
• Follow-up on client and prospective client contacts, and close the sale of investment products.
• May develop marketing programs for existing clients to increase assets.
• Coordinate internal resources to further the sales process; i.e., client Portfolio Managers, Portfolio Managers, Internal Sales, Legal and other support personnel.
• Work closely with internal Federated Hermes’s departments (i.e., Operations, Compliance, Product Development, Legal) to assure proper client servicing.
• Maintain up-to-date client and call activity data in the Federated Hermes CRM database.
• Provide management with written and oral feedback on discussions with clients and prospects.
• Attend industry conferences and seminars.
• Entertain clients and prospects as appropriate.
• Perform other duties as required; travel, irregular work hours and possible relocation are job requisites.

HOURS/LOCATION: 

• 8:30 a.m. – 5:00 p.m. (additional hours may be required)
• Territory: ND, SD, MN, IL, IA, WI, MO, TX, KS, NE, OK
• Will be required to live in terrirtory; Greater Chicago area preferred

EXPLANATORY COMMENTS:

• Exceptional interpersonal skills, oral communication and presentation skills
• Strong organization and time management skills
• Ability to collaborate with a team and execute responsibilities independently
• Detail oriented with a high degree of accuracy and timely follow- through
• Dedicated, assertive with a strong work ethic
• Must possess/maintain a valid driver’s license
• Will be required to sign an employment agreement
• Heavy travel required

COMMENCEMENT DATE: 07/01/2024

We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.

Federated Hermes is committed to providing equal employment opportunities to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex (including pregnancy), sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any applicable local, state or federal law applicable to Federated Hermes. 

To review Federated Hermes’ California Privacy Notice go to https://www.federatedinvestors.com/corporate/careers.do and select CA Applicant Notice.

Read Full Description