Senior Advisory Consultant

1 week ago


Los Angeles, California, United States Macquarie Bank Full time
About the Role

We are seeking a highly skilled Senior Advisory Consultant to join our Client Solutions Group at Macquarie Asset Management. As a key member of our team, you will represent Macquarie Asset Management and our strategic suite of public and private investments, including Private Alternatives, Mutual Funds, Separately Managed Accounts, and Exchange Traded Funds, with a focus on Registered Investment Advisors and Bank Trust firms in the designated region.

Key Responsibilities
  • Work with internal sales partners and specialists across the firm to build upon the territory's success by enhancing strategic relationships through a consultative sales approach.
  • Represent Macquarie Asset Management and our investment capabilities to clients and prospects, providing expert advice and guidance on investment opportunities.
  • Develop and maintain a deep understanding of the investment needs and goals of our clients, and provide tailored solutions to meet those needs.
  • Collaborate with cross-functional teams to identify and pursue new business opportunities, and to develop and implement sales strategies.
Requirements
  • Demonstrated ability to represent a multi-product firm in a highly consultative manner.
  • Deep investment acumen and experience with ETFs, Mutual Funds, and Private Market Strategies.
  • An established network of relationships with RIA, Bank Trust, and Private Wealth Groups in the territory.
  • Series 7 and 66 (or 7, 63, and 65) licenses required.
  • CIMA, CAIA, CFA, or other industry designations preferred.
What We Offer

Macquarie employees can access a wide range of benefits, including hybrid and flexible working arrangements, one wellbeing leave day per year, and minimum 25 days of annual leave. We also offer paid volunteer leave and donation matching, as well as a range of benefits to support your physical, psychological, and financial wellbeing.

About Macquarie Asset Management

Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone. We provide access to specialist investment expertise across a range of capabilities, including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.



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