Series 7 Licensed Client Specialist 3062031 I.Html

Partnering with field sales teams, the full-time Series 7 Licensed Client Advisory Specialist will coordinate multi-territory client engagements, deepen existing relationships, and drive business development through strategic partnerships, primarily working remotely with potential for some in-territory travel.

##### Key responsibilities

Collaborate with Advisor Consultants to enhance client management and deliver exceptional service

Utilize data and market insights to optimize territory coverage and scale business opportunities

Engage clients to strengthen relationships and manage pipeline opportunities effectively

##### Required qualifications

Minimum of five years' experience in intermediary distribution or client coverage

Strong analytical and organizational skills, with a focus on data interpretation and client management

Demonstrable leadership capabilities and a self-starter mindset

Series 7, 63/65, or 66 required (or to be obtained within 6 months of hire)

CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred