Note: The job is a remote job and is open to candidates in USA. Lazard Asset Management is a leading financial advisory and asset management firm that emphasizes collaboration and individual growth. The Regional Consultant - PWM Great Lakes is responsible for driving distribution strategies, building client relationships, and serving as an ambassador for Lazard’s investment solutions in the financial institutions sector.

Responsibilities

• Serve as the primary territory lead covering PWM in WI, IL
• Own the distribution strategy and execution to meet or exceed gross and net sales targets across the territory
• Proactively build and maintain meaningful, long-term relationships with clients
• Act as a subject matter expert on Lazard’s investment platforms, conducting high-impact in-person meetings, portfolio reviews, and technical presentations to influence advisor asset allocation
• Identify high-potential prospects and "key decision-makers" to close complex sales and secure platform placements
• Manage and mentor your Internal partner to ensure seamless territory coverage, effective lead generation, and optimized travel schedules
• Serve as an ambassador for the Lazard brand, embodying the firm’s intellectual capital and entrepreneurial culture

Skills

• 7–10+ years of successful sales and distribution experience within the financial services industry, specifically within the PWM channel
• FINRA Series 7 and 63 or 65 required
• Deep fluency in capital markets, macro-economic trends, and the technical mechanics of separate accounts, ETFs, and alternative investment structures
• Exceptional executive presence with the ability to articulate complex investment strategies to sophisticated advisors and institutional-caliber clients
• Highly organized with the ability to manage a vast geographic territory, utilizing CRM tools (Salesforce) to drive data-driven sales decisions
• Advanced professional certifications such as the CFA, CIMA, AAMS, or CFP are highly desirable and viewed as a differentiator

Benefits

• Comprehensive benefits
• May include incentive compensation

Company Overview

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