Senior Investment Solutions Strategist

We are seeking a results-oriented and highly skilled Senior Investment Solutions Strategist to spearhead the growth and adoption of our investment product offerings. This pivotal role involves crafting and executing innovative sales strategies, empowering our sales team with advanced knowledge, and fostering seamless collaboration across the organization. The position also encompasses key responsibilities in marketing, client relationship management, and insightful performance reporting.

About the Role

This role is essential for driving the growth of our investment products and ensuring our sales team is equipped with the necessary tools and knowledge to succeed.

Responsibilities

• Develop and implement strategic initiatives to significantly increase investment product sales and market penetration.
• Elevate the sales team's expertise and confidence through comprehensive training and coaching programs.
• Conceptualize and execute impactful marketing campaigns to expand brand awareness and drive sales volume.
• Serve as a central hub for product-related inquiries and challenges, promoting effective communication and problem-solving.
• Generate timely, accurate, and actionable reports on sales performance, market trends, and projected outcomes to guide strategic decision-making.
• Champion exceptional client service and engagement, proactively addressing client needs and concerns.
• Drive the acquisition of new client assets while strengthening relationships with existing clients to increase wallet share and foster loyalty.

Qualifications

• Extensive knowledge of diverse investment products and financial market dynamics.

Required Skills

• Exceptional interpersonal and relationship-building capabilities.
• Proven ability to deliver engaging and effective presentations and training programs.
• Strong analytical skills with proficiency in sales and performance data interpretation.
• Demonstrated ability to collaborate effectively across organizational boundaries.