Internal Sales/Advisory Consultant

Corporate Title: Analyst/Associate

Department: Wealth Distribution

Location: Philadelphia, PA

 

The pay range for this position at commencement of employment is expected to be between $50,000 and $70,000 per year* (see below footnote for additional compensation and benefits information).

 

Company overview

Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.

 

Aon’s Benefit Index®, Nomura’s benefits rank #1 amongst our competitors

 

Division Overview: NAM International

The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura’s century long heritage, our teams are responsible stewards of clients’ capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals.

 

Role Description:

As Internal Sales/Advisory Consultant, you will work with the aligned External Sales/Advisory counterpart(s) to represent Nomura and our strategic suite of public and private investments including Private Alternatives, Mutual Funds, Separately Managed Accounts and Exchange Traded Funds. Based on the aligned distribution channel, you will engage with either wirehouse and independent broker-dealer Financial Advisors or RIA/Bank Trusts within the designated region(s) through virtual meetings, phone calls, and digital communications.  In this role, you will help build asset growth and firm profitability by enhancing strategic relationships through a consultative sales model. Additionally, you will also analyze industry data to build a business plan in partnership with your External counterpart to achieve sales goals for the territories you cover.  You'll use your strong communication, market-knowledge, and data skills to build relationships with clients and others within Nomura and work as a member of a talented distribution team to see that all client service issues are brought to a resolution.

 

Your key responsibilities will include: 

• Implementing tactical strategies to increase sales, prepare weekly action plans, retain assets, and cultivate new clients
• Conduct consistent sales outreach via phone calls and virtual meetings to build relationships and drive sales; outreach is to both cold and warm leads
• Developing and maintaining an in-depth knowledge of financial markets, Nomura products and services and the competitive landscape; discussing the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks)
• Working as part of a team developing strong sales acumen to meet and surpass sales and activity goals for the region
• Utilizing firm resources including but not limited to Broadridge, Salesforce, Allego, Seismic, and other technologies
• Obtaining virtual meeting appointments with firms to conduct a sales, or portfolio manager presentation
• Consulting with advisors to understand needs and cross selling products
• Building an understanding of key focus firms including products, platforms, structure and initiatives
• Maintaining and updating the Client Relationship Management system (Salesforce) for all advisor client activities in designated territories
• Fielding inbound calls from partners and/or advisor clients regarding product que