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Lincoln Investment · 1 month ago

Asset Management Consultant

Fort Washington, PA

Full-time

Hybrid

Mid, Senior Level

Lincoln Investment is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. The Asset Management Consultant role is a key field-facing position that supports financial professionals in identifying managed solution opportunities and providing guidance on investment strategies.

Insurance

Hiring Manager

Nicole Criswell, PHR

Responsibilities

Work proactively with financial professionals to help identify areas of opportunity for growth in their asset management business. This will involve:

Contributing to the advisors understanding and execution of top line growth strategies to organically grow their practice

Consult with branches and offices throughout Lincoln’s advisor network to identify areas within the practice to better leverage available products and services

Conduct analysis of existing practices to help identify opportunities for growth or to better leverage available products and resources. This will involve working closely with RVPs and field leadership to address priorities within each region

Highlight the business benefits and advantages of using Lincoln specific programs like Premier Asset Management and PPM

Be a Subject Matter Expert (SME) on Lincoln’s core technology platforms including Wove and NetX as well as Lincoln proprietary programs like Account Central, AdvisorLinc, and FP Connect

Participate and support advisor training programs that are hosted by our Learning and Development team. This will include group and one-on-one training sessions. You will also act as part of our “triage training” team which responds to field requests when specific, more urgent training or instruction is needed in the field

Proactively conduct outbound calls to financial professionals

Work with financial professionals to identify potential opportunities and present Premier Asset Management, Select Manager Strategists and PPM solutions that align with their clients’ needs

Develop a deep understanding of the full spectrum of Premier Asset Management (IM&R) and Select Manager strategies and associated fees to effectively communicate their benefits to advisors

Work with IM&R to evaluate and propose solutions for complex needs

Provide ongoing education and support to advisors, addressing questions about professionally managed accounts, client or strategy investment performance, and issues that may arise

Participate in sales and marketing initiatives to promote Premier Asset Management, Select Manager Strategists and PPM, conducting educational sessions for advisors, and providing ongoing training on product features and updates

Ensure a high level of advisor satisfaction by responding to inbound calls and emails from financial professionals

Qualification

Investment strategiesSales experienceAnalytical skillsSeries 7 certificationSeries 63 certificationSeries 65 certificationMS Office SuiteProfessionalismCommunication skillsProblem solvingTeam playerAttention to detailAdaptability

Required

Bachelor's degree in business administration, finance, economics, or a related field (preferred)

Series 7, Series 63 and Series 65 (or Series 66) required

Strong analytical skills and understanding of investment principles, investment products, portfolio management strategies and market dynamics

Ability to build rapport quickly, establish trust and maintain long-term relationships with financial professionals

Proven track record in sales, with excellent communication and presentation skills

Creative problem solving – able to be immersed in complex problems with the critical thinking needed to create solutions

Team player – willingness to work in a team environment, collaborating with others to help accomplish a single goal

Strong attention to detail and a commitment to quality

Self-starter who can operate independently and move quickly from one task to another

High degree of professionalism, excellent work ethic, and a strong sense of accountability to deliver results

Flexible and adaptable to change

MS Office Suite experience including Word, Excel, Outlook email & calendar, PowerPoint. Comfortable preparing and helping to deliver presentations to advisors and business leaders

Demonstrated sales and coaching experience, or experience as a financial advisor or internal wholesaler

Preferred

Professional designations in the financial services industry are not required but always encouraged. CFP, CRPC, ChFC, APMA and or CIMA (desired)

Deep understanding of managed account and advisory platforms (desired)

Benefits

Lincoln Investment offers a competitive compensation and benefits package.

Company

Lincoln Investment

As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security.

Founded in 1984