Associate Regional Consultant

 

Title: Associate Regional Consultant	Location: Wellesley, MA
Functional Role: Advisor Sales	Reports To: Director, Advisor Sales

 

BACKGROUND

Placemark Investments is an investment advisory firm registered with the Securities and Exchange Commission. The company is privately held, with 54 employees located in offices in Dallas, Texas and Wellesley, Massachusetts.

 

Placemark develops, implements, and supports wealth solutions, including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks, and family offices. As the separate account industry’s leading independent overlay portfolio manager, Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio.

 

Placemark’s mission is to fundamentally change the way that investment management services are delivered to clients, fostering a more efficient operating model and delivering more sophisticated investment strategies to meet a wider variety of client needs. We enable financial advisors, sponsors, and product providers (managers) to better collaborate in delivering superior investment solutions to their clients. As a firm, Placemark seeks to foster an entrepreneurial culture focused on integrity, innovation, respect for employees, exceeding customers’ needs and adding real value.

 

KEY RESPONSIBILITIES

The success of Placemark is very much determined by its ability to build sales through individual advisors. Responsibility for building advisor sales flows is shared by a team of field-based sales consultants (Regional Consultants) and telephone-based consultants (Associate Regional Consultants). As an Associate Regional Consultant, the vast majority of time will be spent proactively cultivating relationships on the telephone. The remainder of time will be spent responding to Regional Consultant and advisor requests.

 

	Outbound Sales Activity
	Inbound Sales/Service Activity
	Database Update, Administrative

As part of an elite team of sales professionals in an industry leading company, the Internal Consultant is a highly visible position with diverse responsibilities.

 

SPECIFIC RESPONSIBILITIES INCLUDE:

	Expand advisor sales relationships (50%). To be successful, Placemark must establish relationships with advisors that yield multiple client accounts. While most advisor relationships will be created through field sales activity, the ARC will be responsible for building strong, ongoing, and productive relationships with advisors.
	Close outstanding sales proposals (20%). Placemark’s investment solutions are sold through a consultative sales process. The Associate Regional Consultant is responsible for proactive follow-up on all outstanding proposals.
	Provide post-contact follow-up (20%). This position will be responsible for timely telephone follow-up to office visits and initial advisor activation through the Placemark desktop.
	Prepare transition analysis reports and other miscellaneous sales support materials (10%).

 

REQUIRED CAPABILITIES

	Broad knowledge of investment products; including separately-managed accounts, fee-based advisory services, mutual funds, and ETFs.
	Proven ability to close sales within a telesales environment.
	Results-oriented mindset with a strong client service orientation
	Ability to build relationships using consultative selling skills.
	Demonstrated ability to self-motivate, organize, and prioritize in a dynamic environment.

REQUIRED EXPERIENCE

	Minimum 5 years selling / serving experience in financial services
	Licensed to sell investment products (S-65 preferred)
	Prior experience working in a telesales environment

COMPENSATION & BENEFITS

	Competitive salary plus sales commissions
	Comprehensive benefits package including: o Medical, dental and vision insurance  o 3 weeks paid vacation o 401(k) plan with company match o Employer paid life insurance, AD&D and short-term disability coverage.

To apply for this anticipated position, please send your resume to careers@placemark.com. Please be sure to include the position title, Associate Regional Consultant in the subject line of the email.