Job Title:
Regional Account Consultant
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Date Posted:
Sep 10 2019
Expires On:
Sep 20 2019
Excellent opportunity to a join a Chicago investment management firm as a Regional Account Consultant. The person in this role will be responsible for marketing the firm's mutual fund products. Must be client focused, self-driven and strong knowledge of the mutual fund industry!

The Regional Account Consultant will:
  • Develop a high level of understanding of the firm's mutual fund products and target markets
  • Build and maintain relationships with Registered Investment Advisors, Bank Trusts and Institutional clients
  • Make sales and service calls to prospective and current clients
  • Support Sales Directors with client service and relationship management activities for assigned territories
The Regional Account Consultant possesses the following qualifications:
  • Bachelor's degree required
  • 6+ months of experience in similar role
  • Series 6/63

CONTACT: Lynn Tyburski: | phone: 617-728-4100 | fax: 617-728-4115
Salary Range:
$75K + Strong Bonus


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