Regional Consultant - Southern California

Job Description

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight.

Many of the world's leading investors - from individuals to institutions across the globe - have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future - whether it's for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.

The Regional Consultant - PWM/IBD SoCal serves as a strategic leader and driver of distribution within the Financial Institutions Group, owning the execution of Lazard's investment solutions across the territory. The role focuses on delivering deep, consultative expertise to sophisticated financial advisor networks while driving material asset growth and establishing Lazard as a premier investment partner. Successful candidates possess sophisticated knowledge of global capital markets, a deep-seated entrepreneurial spirit, and a documented history of navigating complex sales cycles to consistently exceed net sales targets.

Most critically, the Regional Consultant must embody executive presence and intellectual leadership, serving as a senior ambassador for the firm's investment platforms while effectively leading and mentoring internal partners to optimize territory coverage and client impact.

We'll trust you to:

• Serve as the primary territory lead covering PWM/IBD in Southern California
• Own the distribution strategy and execution to meet or exceed gross and net sales targets across the territory
• Proactively build and maintain meaningful, long-term relationships with clients
• Act as a subject matter expert on Lazard's investment platforms, conducting high-impact in-person meetings, portfolio reviews, and technical presentations to influence advisor asset allocation
• Identify high-potential prospects and "key decision-makers" to close complex sales and secure platform placements
• Manage and mentor your Internal partner to ensure seamless territory coverage, effective lead generation, and optimized travel schedules
• Serve as an ambassador for the Lazard brand, embodying the firm's intellectual capital and entrepreneurial culture.

You'll need to have:

• 7-10+ years of successful sales and distribution experience within the financial services industry, specifically within the PWM/IBD channel
• FINRA Series 7 and 63 or 65 required
• Deep fluency in capital markets, macro-economic trends, and the technical mechanics of separate accounts, ETFs, and alternative investment structures
• Exceptional executive presence with the ability to articulate complex investment strategies to sophisticated advisors and institutional-caliber clients
• Highly organized with the ability to manage a vast geographic territory, utilizing CRM tools (Salesforce) to drive data-driven sales decisions
• Advanced professional certifications such as the CFA, CIMA, AAMS, or CFP are highly desirable and viewed as a differentiator

Does this sound like you?

Apply! We'll get in touch and let you know the next steps. To learn more about our products and services, please visit  The section on "Financial Consultants/Advisors" is of particularly relevant for those interested in this position.

What we offer:

We expect the base salary range for this role to be approximately $150,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained,…