RIA Market Consultant

3 months ago


Philadelphia, United States Zacks Investment Management Full time

Location:

US Northeast- New York, Boston, Pennsylvania.


About the Job:

Zacks Investment Management is seeking an RIA Business Consultant with experience and insight into the RIA advisor market. The successful candidate will be able to engage independent advisors and raise assets by providing solutions from Zacks RIA Services.


About Us:

Zacks Investment Management is an independent investment management firm that was established in 1992 as a wholly owned subsidiary of one of the largest and most influential independent research firms in the U.S., Zacks Investment Research.

Based in Chicago, Zacks Investment Management (ZIM) advises over $17 billion in AUM/AUA across our suite of proprietary products. ZIM leverages the data-driven and fundamental research from Zacks Investment Research to manage a range of model portfolios and custom solutions.


Key Responsibilities:

- Planning: Develop and implement effective sales strategies and marketing campaigns within your territory.

- Prospecting:Target, identify, and connect with RIAs most likely to benefit from Zacks solutions.

- Consultative Sales: Communicate solutions to enhance the investment business of the RIA’s within the Northeast.

- Collaboration: Work closely with our team of portfolio specialists, national accounts and portfolio management to deliver solutions.

- Industry Insights: Stay informed about market trends, competitor activities, and regulatory changes to effectively position the firm and its strategies.

- Reporting: Maintain accurate records of sales activities and client interactions, providing regular reports and updates to senior management and compliance.


Qualifications:

- Experience: 5-10 years of sales experience in the investment management industry, with a focus on wholesaling. Experience in the RIA market is a plus.

- Track Record: Proven track record of raising significant assets and achieving sales targets.

- Knowledge: Deep understanding of investment products and strategies, financial markets, and the regulatory environment.

- Skills: Exceptional communication, negotiation, and relationship-building skills.

- Education: Bachelor’s degree or equivalent experience.

- Travel: Willingness to travel to meet with prospects and clients, and attend industry conferences and events.


What We Offer:

- Competitive compensation package with performance-based incentives.

- Comprehensive benefits including health, dental, and retirement plans.

- Opportunities for professional growth and advancement within a supportive and dynamic work environment.

- The opportunity to make a significant impact and have a key role in a leading investment management firm.


  • RIA Market Consultant

    1 month ago


    Philadelphia, United States Zacks Investment Management Full time

    Location: US Northeast- New York, Boston, Pennsylvania.About the Job:Zacks Investment Management is seeking an RIA Business Consultant with experience and insight into the RIA advisor market. The successful candidate will be able to engage independent advisors and raise assets by providing solutions from Zacks RIA Services.About Us:Zacks Investment...

  • Marketing Associate

    2 weeks ago


    Philadelphia, United States RPI Philadelphia Full time $42,000 - $54,000

    Job DescriptionJob DescriptionRocksteady Promotions is the leader in marketing and promotional consulting services. Our expert team of Marketing Associates are helping transform our clients’ business into leaders of their market. We are seeking an entrepreneurial mindset with strong relationship-building and customer-facing skills to join our team as a...

  • Marketing Ambassador

    1 month ago


    Philadelphia, United States RPI Philadelphia Full time

    Job DescriptionJob DescriptionRocksteady Promotions is the leader in marketing and promotional consulting services. Our expert team of Marketing Ambassadors are helping transform our clients’ business into leaders of their market. We are seeking an entrepreneurial mindset with strong relationship-building and customer-facing skills to join our team as a...

  • Marketing Associate

    7 days ago


    Philadelphia, United States RPI Philadelphia Full time

    Job DescriptionJob DescriptionRocksteady Promotions is the leader in marketing and promotional consulting services. Our expert team of Marketing Associates are helping transform our clients’ business into leaders of their market. We are seeking an entrepreneurial mindset with strong relationship-building and customer-facing skills to join our team as a...

  • Marketing Ambassador

    2 weeks ago


    Philadelphia, United States RPI Philadelphia Full time $45,000 - $55,000

    Job DescriptionJob DescriptionRocksteady Promotions is the leader in marketing and promotional consulting services. Our expert team of Marketing Ambassadors are helping transform our clients’ business into leaders of their market. We are seeking an entrepreneurial mindset with strong relationship-building and customer-facing skills to join our team as a...

  • Director of Marketing

    2 weeks ago


    Philadelphia, United States BridgePoint Associates Full time

    Director of Marketing & PRArts Education NonprofitPrinceton, NJ (Hybrid)Salary: $60,000 to $80,000, based on experience Terrific Director of Marketing & PR position with a nonprofit focused on inspiring young people through arts education. The Director will be a member of the management team and be responsible for overseeing the tactical component of the...

  • Leasing Consultant

    3 months ago


    Philadelphia, United States University City Housing Company Full time

    Job DescriptionJob DescriptionFull-time Leasing ConsultantWho We AreUniversity City Housing (UCH) is a Philadelphia-based firm that buys, renovates, maintains and manages real estate for long-term investment. With over 4,000 residential units and 250,000 square feet of commercial space in Philadelphia and the surrounding suburbs, University City Housing has...


  • Philadelphia, Pennsylvania, United States Sparks Wiz Limited Full time

    About the JobSparks Wiz Limited is a premier engineering consulting firm specializing in civil engineering, environmental solutions, and infrastructure development. We are dedicated to delivering innovative and sustainable solutions to our clients.Job SummaryWe are seeking a creative and results-driven Digital Marketing Specialist to enhance our online...

  • Marketing Coordinator

    2 weeks ago


    Philadelphia, Pennsylvania, United States RPI Philadelphia Full time

    Job OverviewRPI Philadelphia is at the forefront of marketing and promotional consulting services. We are on the lookout for a proactive individual with exceptional interpersonal skills to join our dynamic team as a Marketing Coordinator. This role is essential in shaping our clients' businesses into market leaders.Key Responsibilities:Identify and implement...


  • Philadelphia, Pennsylvania, United States InMode Full time

    Position: Events Marketing CoordinatorDepartment: SalesLocation: Pennsylvania, USReports to: Director of Client OperationsCompany Overview:InMode stands at the forefront of innovative medical technologies, dedicated to the development, manufacturing, and marketing of devices that utilize advanced radiofrequency (RF) technology. Our mission is to facilitate...

  • Leasing Consultant

    1 week ago


    Philadelphia, United States The Galman Group Full time

    Job DescriptionJob DescriptionDescription:Position SummaryWe are seeking a Full-Time Leasing Consultant to join our team! The Leasing Consultant role is primarily a sales position with a strong emphasis on customer service and achieving property goals. As a Leasing Consultant, you will manage the sales process from start to finish, presenting our apartments...


  • Philadelphia, Pennsylvania, United States RPI Philadelphia Full time

    RPI Philadelphia is at the forefront of promotional and marketing consulting services. Our dedicated team of Promotional Marketing Specialists is committed to elevating our clients' businesses to the forefront of their industries. We are in search of individuals with an entrepreneurial spirit, exceptional relationship-building capabilities, and strong...


  • Philadelphia, United States ParetoHealth Full time

    We're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits. The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing...


  • Philadelphia, United States ELCO Consulting Full time

    COMPANY DESCRIPTION:Our client is a billion dollar+ private equity firm based in Philadelphia.JOB DESCRIPTION:Our client seeks a Director of Consultant Relations to join the client team. This person will play an integral role in the firm's capital formation efforts. Responsibilities include:-Build strategic relationships with the investment consultant...


  • Philadelphia, United States ELCO Consulting Full time

    COMPANY DESCRIPTION:Our client is a billion dollar+ private equity firm based in Philadelphia.JOB DESCRIPTION:Our client seeks a Director of Consultant Relations to join the client team. This person will play an integral role in the firm's capital formation efforts. Responsibilities include:-Build strategic relationships with the investment consultant...


  • Philadelphia, United States Robert Half Full time

    Marketing Program ManagerIndustry: TelecommunicationsPay rate: $25-$30/hrDuration: 1-year contractLocation: 100% REMOTESummary:Our company's program was created in November 2020 to help small businesses hardest hit by COVID-19 survive and recover – from bakeries and barber shops to childcare centers and cleaning services. Now, the program has evolved from...


  • Philadelphia, United States Robert Half Full time

    Marketing Program ManagerIndustry: TelecommunicationsPay rate: $25-$30/hrDuration: 1-year contractLocation: 100% REMOTESummary:Our company's program was created in November 2020 to help small businesses hardest hit by COVID-19 survive and recover – from bakeries and barber shops to childcare centers and cleaning services. Now, the program has evolved from...

  • Consulting, Manager

    5 days ago


    Philadelphia, United States Deloitte Full time

    Strategy and Transformation | Mergers, Acquisitions, and RestructuringPhiladelphia, Pennsylvania, United StatesPosition SummaryDeloitte Consulting LLP seeks a Consulting, Manager in Philadelphia, Pennsylvania and various unanticipated Deloitte office locations and client sites nationally.Work You’ll Do Manage engagements that lead clients through complex...


  • Philadelphia, United States Mara Talent Full time

    Junior Recruitment Consultant, Philadelphia (No Experience Needed)$45,000 Base Salary + CommissionNow is the perfect time to start you career.A career in recruitment offers financial rewards for your hard work and a clear path for progression.The CompanyHaving already achieved significant success within the UK’s Tech Sales recruitment industry, this...


  • Philadelphia, United States Mara Talent Full time

    Junior Recruitment Consultant, Philadelphia (No Experience Needed)$45,000 Base Salary + CommissionDon’t Miss Out on This Opportunity!A career in recruitment offers financial rewards for your hard work and a clear path for progression.The CompanyHaving already achieved significant success within the UK’s Tech Sales recruitment industry, this company is...