DESCRIPTION

The Investment Consultant is a sales professional who performs as part of a team, including working with external sales professionals and other internal sales partners. It is the Investment Consultant’s responsibility to provide sales support to existing clients and drive sales by maintaining and strengthening relationships with clients. This position is located in Boston, MA.

Responsibilities:
• Provide sales support and service by initiating outbound phone calls to existing broker dealers - providing market updates and cross selling firm products and services.
• Follow up with clients after wholesaler visits to provide additional information, collect feedback on the meeting and inquire about additional product needs.
• Coordinate planning of meetings, seminars, and conference calls involving clients, DPC reps, and affiliate PM’s, as well as others within the organization.
• Assist financial advisors in growing their business by promoting our DPC team, producing hypothetical analysis, updating them on current marketing materials and informing them of upcoming events.
• Maintain meaningful competitive intelligence by attending meetings and trainings, engaging and forming partnerships with other internal departments and product teams, and staying abreast of news and media updates.