DWS Group · 1 month ago
Market Leader/Regional Retail Consultant - North/South Carolina
Charlotte, AR
Full-time
Hybrid
Mid, Senior Level
$95K/yr - $125K/yrDWS Group is an industry-leading firm with a global presence focused on investment solutions. The Regional Retail Consultant will develop and maintain relationships with financial advisors, distribute investment products, and collaborate with various specialists to achieve sales targets.
Asset ManagementFinanceFinancial 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
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
DWS Group
DWS Group is an asset managers with EUR 704bn of assets under management.
Founded in 1956
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
G
Greg Staples
Managing Director
Hepsen Uzcan
Managing Director
Recent News
Private Banker International
2026-01-16
2025-11-15
2025-11-15
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