Investment Consultant​/Relationship Manager; Series

Intermediary Investment Consultant/Relationship Manager

Advisor Shares is looking for motivated individuals to join our Investment Consultant team. Our Investment Consultants support financial intermediaries in the Bank, Independent Broker Dealer (IBD), Registered Investment Advisors (RIA), Family Office and Wirehouse channels in a business development, relationship management and hybrid wholesaling role. Investment Consultants will work with financial intermediaries to provide product education and application. Investment Consultants must have the ability to work in a high volume and high activity environment, be self motivated, goal oriented and have the ability to prioritize activities to ensure financial professionals satisfaction.

This position requires accountability and experience to recognize opportunities, vision to respond with sound strategies, discipline to adhere to those strategies and attentiveness to help deliver the right results for each firm and financial intermediary.

Our investment consultant team uses a process oriented consultative approach to build relationships and generate asset growth. The primary role of the investment consultant team is to manage the relationship, educate, uncover platform opportunities, prospect for new relationships and promote Advisor Shares products to the financial professional community. We use a hybrid wholesaling model that employs marketing initiatives promoting various campaigns, followed up with outbound call activity to position our products and support aggressive asset growth goals.

Compensation will be composed of both quantitative and qualitative attributes; considering the achievement of product AUM goals, individual activity goals, and incorporating the ability to successfully profile a financial professional within our CRM system. Additional objectives are as follows:

• Cultivate and manage financial professional relationships, by responding to inquiries, providing ongoing communication, and managing the clients/prospects throughout the education cycle, resulting in asset growth
• Deliver education around investment solutions to financial professionals, through value-add tools/support, product information and updates, and unique Advisor Shares market insights
• Develop and strengthen relationships with financial professionals and centers of influence

The candidate will have:

• Proven results and demonstrated sustainable achievement in a competitive environment
• Ability to learn and demonstrate industry and product knowledge by understanding the competition, financial professionals and the investment marketplace
• Capacity to build relationships across the entire organization and with our partner or affiliated firms
• Excellent written and verbal communication skills
• Computer proficiency

• Ability to drive relationships to increase and retain the firm's assets under management
• Drive to exceed activity requirements
• Ability to tell the Advisor Shares story clearly, concisely and in a compelling way to create interest by utilizing the Advisor Shares education process
• Ability to grow, develop and maintain working relationships with hundreds of financial professionals
• Some travel as opportunities dictate, i.e. branch presentations, regional conferences, national conferences, large opportunities
• Proficiency in the use of a Customer Relationship Management (CRM) system similar to Hup Spot
• Reporting on a timely basis, including required reports to the VP of Business Development including business plan, activity reports, and asset recognition
• Participating in high net worth and client presentations with FA's
• Experience:
  
  Minimum of two years financial services experience, with RIA, fund company customer support, key accounts, internal wholesaling or hybrid wholesaling experience highly desirable
• Education:
  
  Bachelor's degree in finance, economics or marketing highly desirable
• Securities Licenses:
  Series 7, Series 63, and a clean U4 REQUIRED