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Nomura · 23 hours ago

FIG Advisory Consultant

Philadelphia, PA

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Nomura is a financial services company seeking an Advisory Consultant to enhance strategic relationships with Registered Investment Advisors and Bank Trust firms. In this role, you will analyze industry data, implement tactical strategies to increase sales, and work closely with your Senior Advisory Consultant counterpart to achieve sales goals.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Implementing tactical strategies through the use of data in partnership with your SACs to increase sales, prepare weekly action plans, retain assets, and cultivate new clients

Developing and maintaining an in-depth knowledge of financial markets, products and services and the competitive landscape; discussing the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks)

Working as part of a team (SAC and AC), developing strong sales acumen to meet and surpass sales and activity goals for the region

Analyzing data from multiple sources to segment clients and formulate a successful sales outreach strategy

Utilizing firm resources including but not limited to SS&C, Salesforce, Allego, Seismic, Zoom and other technologies

Obtaining virtual meeting appointments with firms to conduct a sales, or portfolio manager presentation

Consulting with advisors to understand needs and cross selling products

Building an understanding of key focus firms including products, platforms, structure and initiatives

Maintaining and updating the Client Relationship Management system (Salesforce) for all advisor client activities in designated territories

Fielding inbound calls from partners and advisor clients regarding product questions

5-10% travel with SAC or to cover for your SAC to help present our products and services; represent Nomura at various regional meetings and industry conferences

Ensuring compliance with internal and external rules, policies and procedures as well as regulatory requirements

Qualification

Financial products salesData analysisSalesforceSeries 7 licenseSeries 66 licenseVirtual meeting platformsPresentation skillsCommunication skillsOrganization skills

Required

Bachelor's degree required

Knowledge of financial marketplace, experience with the sales of financial products and two years of prior financial services experience preferred

Series 7 and 66 (or 7, 63 and 65) licenses

Knowledge of virtual meeting platforms

Experience with analyzing data to create a business plan

Strong presentation, communication and organization skills

Ability to travel

Company

Nomura

Glassdoor3.9

Nomura is an investment banking and securities firm that serve the needs of individuals, institutions, corporate and governments. It is a sub-organization of Nomura Capital Management.

Founded in 1925

Tokyo, Tokyo, JPN

10001+ employees

http://www.nomura.com/

H1B Sponsorship

Nomura has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2023 (1)

2022 (1)

2020 (2)