Regional Consultant

2 weeks ago

Atlanta, United States Apollo Full time
Position Overview
  • Drives fundraising across Apollo's suite of perpetual semi-liquid products
  • Collaborates closely with Apollo's Portfolio Managers and Investment Research team to cultivate a deep understanding of the investment approach and results in order to represent all facets of the firm's products internally and externally.
  • Positions Apollo's strategies with financial advisors with a specific focus on the ATL territory .
  • Develops and delivers investment, market, and business communications to existing and prospective clients in one-on-one, small group, and large audience presentations.
  • Provides updates on overall financial markets performance, economic trends, and the overall investment outlook as articulated by Apollo.
  • Acts as a spokesperson for the investment team with the ability to present a deep understanding of the investment process, market outlook, and strong advocate for the services.
  • Prepares for client meetings, including updating presentation materials, portfolio review and market update slides.
  • Services existing clients and assists in asset retention efforts.
  • Continually creates new sales ideas/ways to advocate product (e.g., blog posts, thought leadership ideas).
  • Works closely with other departments, including Marketing, Product Management and Research to develop and maintain relevant marketing materials.
  • Facilitates identification of specific target opportunities within the region to capitalize on relative strength of Apollo's offerings and to implement sales campaigns.
  • Identifies specific fund positioning and messaging to correlate with research and marketing campaigns of Apollo's focus firms.
  • Assists in training internal sales personnel to become self-sufficient in positioning and messaging within the context of their typical customer forms of interaction (e.g., one-on-one, short phone call, etc.).


Qualifications & Experience
  • Minimum 7 years working in financial services; with prior experience serving in a retail distribution role.
  • Significant relationships with high value advisors in the RIA and IBD channels in given territory, with a proven track record of raising assets.
  • Strong investment acumen; preferred experience representing alternatives and/or public fixed income strategies.
  • Demonstrated ability and commitment to a team focused approach to achieving individual, group, and business goals.
  • Sales and relationship-building acumen - ability to influence advisor decisions at point of sale.
  • Execute from sales process and business plan.
  • Strong investment acumen
  • Entrepreneurial mindset
  • Deep knowledge of economics and capital markets, including global macro and marketing topics.
  • Proven excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused, and concise manner. Demonstrated ability to effectively interact and communicate with all levels of staff and management.
  • Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations, such as prioritizing multiple tasks with critical target dates, dealing with demanding customers and participating in discussions with limited preparation time.
  • Must be able to cite examples from work experience on identifying complex problems, quantifying the problem, and providing resolutions to solve.
  • Cites examples of independent decision-making and initiative.
  • Demonstrated strong results orientation. Must cite examples of situations where a strong results orientation was demonstrated.
  • Proven ability and willingness to travel extensively.
  • Bachelor's degree, preferably in a finance-related field.
  • Proficient in word processing, spreadsheet, and presentation applications.
  • Working knowledge of database and web-based applications.
  • FINRA Series 7 and 63 Licenses required.
  • Preference for investment industry designations (e.g., CFA, CIMA, CFP, CAIA).


Pay Range
$250,000

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

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