Director, Practice Consulting and Advisor Education/Manager jobs in United States
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Federated Hermes · 2 weeks ago

Director, Practice Consulting and Advisor Education/Manager

positionPittsburgh, PA
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$100K/yr - $250K/yr
date10+ years exp

Federated Hermes is a leading investment management firm that provides world-class investment solutions. The Director of Practice Consulting and Advisor Education is responsible for designing and delivering impactful consulting services for intermediary clients, focusing on expanding sales opportunities and enhancing results through strategic thought leadership and content development.

Financial Services
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Responsibilities

Designing and delivering high impact practice consulting services for intermediary clients
Creating, refining and delivering relevant, trending practice consulting content and services relating to advisor business development and practice management
Serving as a strategic thought leader and subject matter expert, leveraging deep industry knowledge and research expertise
Interacting with internal departments and external resources to identify, develop, and disseminate relevant content topics and services

Qualification

Financial services experiencePractice consulting programsClient presentation skillsContent creationResearch expertiseFINRA Series 7FINRA Series 66Cross functional leadershipSubject matter knowledgeMarketing collateral writing

Required

Bachelor degree required
Minimum 10 years of financial services experience in Sales, Marketing or related field required
Experience presenting to clients/advisors required
Experience collaborating and leading cross functional teams required
Must possess or obtain FINRA Series 7 and Series 66 licenses

Preferred

Degree in Business, Marketing, Finance or Economics preferred
Experience designing and delivering 'practice consulting' programs to financial advisors preferred
Experience creating content, conducting research, and writing marketing collateral and/or white papers preferred
Subject matter knowledge of topics relevant to financial advisors preferred

Benefits

Competitive salary and benefits package
Professional environment

Company

Federated Hermes

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Federated Hermes is an investment management firm that offers equity, fixed-income, and liquidity management solutions.
dateFounded in 1955
location
Pittsburgh, Pennsylvania, USA
people-size1001-5000 employees
web-link
https://www.federatedhermes.com/us/home.do

Funding

Current Stage
Late Stage

Leadership Team

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Brooks Harrington
Partner - Head of US Investment
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Recent News

PR Newswire
Federated Hermes announces two fixed-income promotions, naming next fixed-income chief investment officer and head of Municipal Bond Group
2026-01-09
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2025-12-29
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2025-12-25
Company data provided by crunchbase