Senior Investment Consultant at New York

Job Description

Exempt/Non Exempt: Exempt

Regular/Temporary: Regular

Shift: Day

Work Schedule: varies

Position Title:Senior Investment ConsultantPrivate Client GroupLocation:New YorkCity National Rochdale City National Rochdale is an established, dynamic investment management firm located in Midtown Manhattan with regional offices across the country. We invest globally for a nationwide client base of high net worth individuals offering a complete range of financial services to a diversified group of clients and advisors. Our focus is on sound personalized investment advice coupled with superior service to satisfy our client relationships. The talent and passion of our people is critical to our success, together with the common set of values rooted in integrity and excellence.The Senior Investment Consultant role within our Private Client Group is a high level sales position for financial professionals with extensive industry success. The primary function of these top-caliber individuals is to expand and deepen the network of advisors referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in our investment services. Performance in the role is based on the acquisition of new assets under management.The firm will only consider top sales producers for this senior level opportunity. We are not just looking for anybody. We are seeking individuals whose background demonstrates financial selling success that lives to build a referral network of broker/dealer advisors, attorneys and CPAs, to get in front of the client and to close the sale. We are not interested in those who would be satisfied to coast making a couple hundred thousand dollars per year. We will only be bringing on those who have the long term ambitions (but may lack the tools or the value proposition at their current firm) to be among the financial elite in annual compensation.Incentives:Extremely generous compensation planLucrative commission and bonus structureExcellent benefits package, including medical, dental, and life401k program with firm contributionQualifications for the Senior Investment Consultant role*:Minimum five years of professional individual financial sales success, specifically in the High Net Worth or sophisticated products areaMBA and/or CFA requiredConsistent six-figure W-2 historyPrior success in the HNW marketClean U-4 and CRDPhenomenal communication skillsSelf-motivated and self-disciplinedHighly competitive and goal-orientedA focus on sales and new business developmentStrategic thinker, able to assess and recommend a course of actionExtensive knowledge of portfolio management including knowledge of investment techniques and asset allocation, research and/or trading, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. Broad knowledge of financial planning, investment and/or HNW economic issues continual learner. Ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients, advisors and investment colleagues.Duties and Responsibilities:City National Rochdale develops partnering relationships with accounting firms, estate planning firms and various broker/dealer advisors with the objective of providing the highest level of investment management services to their clients. Responsibilities require entrepreneurial energy and initiative and will include:Developing and implementing programs designed to increase the quality and quantity of accounting, law firms and advisors referring clients to Rochdale.Acting in a leadership role and as technical resource for advisorsEnsuring that advisors are kept abreast of firm and industry developmentsEnsuring that the transition from the sales process to portfolio management is smooth and accurateFacilitating the new accounts and account transfer processHandling advisor and client communicationPreparing client presentationsCommunicating regularly with advisors to ensure that products and services are meeting their needs, expectations and specificationsFacilitate and conduct individual meetings and presentations in your territoryBring in new assets to the firm using a highly professional consultative sales approachOperate and represent Rochdale with the highest level of integrity and work ethic*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.Equal Opportunity/Affirmative Action Employer, M/F/D/VNote: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.

Job Requirements

 
Country: USA, State: New York, City: New York, Company: City National Bank.