Intermediary Sales - Regional Consultant, Western Region

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Job Code: 14091

Country: US

City:
New York

Skill Category:
Asset Management

Description:

Company Overview

Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions:
Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking.

Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from, and within Asia. For further information about Nomura, visit

Aon’s Benefit Index®, Nomura’s benefits
rank#1amongst our competitors

Division Overview: NAM International

NAM International brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura’s century long heritage, our teams are responsible stewards of clients’ capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals.

Role description:

The Internal Sales Consultant will work in partnership with the Regional Directors and will focus on all private markets opportunities in the private wealth channel within the respective regions in conjunction with their generalist counterparts.

They will focus primarily on call campaigns, meetings, and additional virtual mediums to help Regional Directors build their businesses and increase AUM.They will strategically manage their territory by providing insight, advice, practice management ideas and product updates to registered representatives.

Key responsibilities of the Internal Sales Consultant include:

• Work in partnership with specified Regional Directors to develop and maintain relationships across private wealth channel within the respective regions in order to drive sales and AUM growth
• Assist in developing and implementing business plan to manage territories in most efficient and impactful manner, including ongoing management of sales pipeline and utilizing data/analytics to facilitate target marketing
• Must have research and analytical capabilities; research competitor products, gain a high proficiency in those products, and understand how those products will interact with the overall composition of our clients’ portfolios
• Efficiently utilize analytic tools to supplement presentations with financial advisors
• Maintain constant and open communication with Regional Directors to ensure maintenance of daily activities and meeting/call notes in CRM
• Generate and maintain continuous touchpoints by email, phone, and in-person with clients to build rapport, trust, and connectivity; assist with client service inquiries and requests, including leading update calls
• Develop consultative relationships with the targeted financial institutions and drive revenue within their region
• Participate in internal roundtable discussions and feedback sessions, increasing industry knowledge and product expertise
• Strong organizational skills and an ability to prioritize targets and handle a busy calendar of client meetings
• Strong interpersonal and relationship-building skills, being comfortable in a small team, highly entrepreneurial environment – team players who contribute to a thriving team culture
• Ability to work in a changing, fast-paced, high-activity environment, with enthusiasm and a…