IWG - Branch Consultant

Position Overview

The role encompasses a broad spectrum of marketing and investor relations responsibilities, including:

• Support field sales professionals in the Central Region/Territory throughout fundraising and prospecting process
• Contribute to fundraising goals for the region by managing, enhancing, developing new relationships with clients
• Develop strong knowledge of private wealth landscape and client/prospect base within assigned territory/region
• Facilitate informational requests from clients/prospects/consultants and identify sensitivities/potential issues
• Provide consolidated updates on industry insights such as flows, strategic trends, M&A, performance data by manager and strategy
• Use Salesforce to obtain meeting details and organize relevant information including research on the company, relevant news, portfolio information and competitive analysis. Prepare ad-hoc reports as needed for Regional Leadership and/or individual members of sales
• Send detailed meeting follow up email including any relevant customized data or research to clients and prospects
• Assist in tiering organizations in order of interest/priority
• Provide updates on industry insights such as flows, strategic trends, and performance data by manager and strategy
• Support the updating of Customer Relationship Management database (CRM) for territory
• Support the updating of any relevant opportunities in CRM to ensure the sales pipeline is accurate
• Assist in the coordination and organization of group events

• Bachelor’s degree required
• 4-6 years’ minimum experience in financial services industry (relevant industry experience will be evaluated when determining level)
• Prior experience working with bank platforms, RIAs or private wealth clients is strongly preferred
• Prior knowledge/work experience in alternative investments preferred
• Working knowledge of CRM, preferably Salesforce.
• Strong organization skills
• Ability to communicate effectively both verbally and in written form and ability to drive tangible commercial outcomes
• Must work effectively with other groups in the organization and collaborate as necessary
• Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to the team
• Discretion and ability to handle confidential, sensitive information
• Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and Power Point
• Advanced knowledge of MS Office functions such as mail merges and managing multiple Outlook calendars
• SIE, Series 7 & 63 required

$150- $200k

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here.

The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.