Series 7 Licensed Client Specialist

Job Summary

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