Market Leader/Regional Retail Consultant - Colorado/Arizona/New Mexico/Utah jobs in United States
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DWS Group · 2 weeks 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 and maintaining business relationships with financial advisors, distributing investment solutions, and leveraging internal resources 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

Investment Sales experienceClient relationship managementProduct knowledgeProject management skillsCommunication skillsDegree in relevant fieldSeries 7/63 certificationInterpersonal 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

DWS Group

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DWS Group is an asset managers with EUR 704bn of assets under management.

Funding

Current Stage
Late Stage

Leadership Team

G
Greg Staples
Managing Director
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Hepsen Uzcan
Managing Director
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Company data provided by crunchbase