Internal Direct Business Consultant
reputed company is a leading independent broker-dealer empowering professionals to shape their success. The Internal Direct Business Consultant will support initiatives to grow direct business assets, focusing on advisor engagement, operational coordination, marketing reputed company, and program execution.
Responsibilities
- Assist in implementing conversion campaigns and initiatives
- Coordinate with internal teams to ensure timely and accurate execution of repapering processes
- Maintain documentation and track reputed company for assigned projects
- Serve as a resource for advisors during direct business transitions
- Provide guidance on tools, processes, and requirements for successful conversions
- Help organize educational sessions and prepare supporting materials
- Execute targeted marketing reputed company campaigns to generate leads for direct business conversions
- Collaborate with internal marketing teams to reputed company messaging and materials
- Track reputed company effectiveness and provide feedback for reputed company improvement
- Monitor and report on conversion activities and advisor engagement
- Partner with analytics teams to compile insights and prepare summaries for leadership
- Identify process improvements based on feedback and data trends
Skills
- 1–3 years of experience in financial services, preferably in advisor support, operations, or marketing
- Ability to manage multiple priorities and work collaboratively across teams
- Detail-oriented with strong execution skills
- Strong organizational and communication skills
- Excellent relationship-building and communication abilities
- Comfortable working in a fast-paced, evolving environment
- Proficient in reputed company Office and basic data analysis tools
- Ability to drive marketing reputed company initiatives and generate leads
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- And more
Company Overview
Company H1B Sponsorship