Market Leader/Regional Retail Consultant - Colorado/Arizona/New Mexico/Utah jobs in United States
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Deutsche Bank · 1 month ago

Market Leader/Regional Retail Consultant - Colorado/Arizona/New Mexico/Utah

DWS Group is an industry-leading firm with a global presence, seeking a Regional Sales Specialist for their US Wealth team. The role involves developing business relationships with financial advisors and distributing investment solutions to clients while leveraging internal resources to achieve sales targets.

BankingFinanceFinancial Services

Responsibilities

Develop and maintain business relationships with financial advisor professionals in the sales territory
Maintain a high-level understanding of DWS’s wide range of investment products and global investment views
Distribute Active, Passive, and Alternative solutions to DWS’s most important clients
Manage and leverage relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence
Work with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines
Deliver the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients

Qualification

Investment Sales experienceClient relationship managementProduct knowledgeDegree in FinanceProject management skillsWork autonomouslySeries 7/63 certificationCommunication skillsInterpersonal skills

Required

Proven Investment Sales experience with a strong personal network to relevant financial advisor professionals across the relevant territory
Ability to maintain/develop client relationship, preferably across multiple asset classes
Strong product knowledge capable to explain and discuss a range of investment strategies
Able to prioritize the key initiative across a broad range of opportunities and relationships
Excellent communication skills and strong interpersonal skills – be able to build the trust and confidence of clients
Educated to degree level with relevant experience in Investment/Asset Management or Financial Services
Good project management skills and ability to work autonomously

Preferred

Series 7/63 preferred

Benefits

Healthcare
Company perks
Retirement plan
Physical, emotional, and financial wellness benefits

Company

Deutsche Bank

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Deutsche Bank is an investment bank that offers financial products and services to corporate and institutional clients.

Funding

Current Stage
Public Company
Total Funding
$2.07B
Key Investors
European Investment BankCapital GroupCerberus Capital Management
2025-06-11Post Ipo Debt· $570.76M
2024-11-14Post Ipo Debt· $1.5B
2020-10-13Post Ipo Equity

Leadership Team

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Dilipkumar Khandelwal
Chief Executive Officer, Deutsche India
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Tom Patrick
CEO, Americas
Company data provided by crunchbase