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The Advisor Consultant builds and manages relationships with financial advisors to increase sales of investment products in the Los Angeles region, leveraging expertise in capital markets and the investment management industry.

Responsible for selling institutional investment management services, increasing assets under management, and managing relationships with clients in the Southwest region.

The RIA Client Advisor builds client relationships and drives business growth for RIAs managing over $100m AUM, providing market insights and strategic coordination with internal teams.

The RIA Client Advisor will develop client relationships, provide market insights, liaise with internal teams, and manage client meetings to drive business growth.

The Advisor Consultant builds and manages relationships with financial advisors to drive sales of investment products, targeting various firms while ensuring adherence to business plans and market knowledge.