Regional Consultant

Regional Consultant

Requirements

• Minimum 7 years working in financial services; with prior experience serving in a retail distribution role.
• Significant relationships with high value advisors in the RIA and IBD channels in given territory, with a proven track record of raising assets.
• Strong investment acumen; preferred experience representing alternatives and/or public fixed income strategies.
• Demonstrated ability and commitment to a team focused approach to achieving individual, group, and business goals.
• Sales and relationship-building acumen – ability to influence advisor decisions at point of sale.
• Execute from sales process and business plan.
• Strong investment acumen
• Entrepreneurial mindset
• Deep knowledge of economics and capital markets, including global macro and marketing topics.
• Proven excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused, and concise manner. Demonstrated ability to effectively interact and communicate with all levels of staff and management.
• Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations, such as prioritizing multiple tasks with critical target dates, dealing with demanding customers and participating in discussions with limited preparation time.
• Must be able to cite examples from work experience on identifying complex problems, quantifying the problem, and providing resolutions to solve.
• Cites examples of independent decision-making and initiative.
• Demonstrated strong results orientation. Must cite examples of situations where a strong results orientation was demonstrated.
• Proven ability and willingness to travel extensively.
• Bachelor’s degree, preferably in a finance-related field.
• Proficient in word processing, spreadsheet, and presentation applications.
• Working knowledge of database and web-based applications.
• FINRA Series 7 and 63 Licenses required.

Responsibilities

• Drives fundraising across Apollo’s suite of perpetual semi-liquid products
• Collaborates closely with Apollo’s Portfolio Managers and Investment Research team to cultivate a deep understanding of the investment approach and results in order to represent all facets of the firm’s products internally and externally.
• Positions Apollo’s strategies with financial advisors with a specific focus on the ATL territory.
• Develops and delivers investment, market, and business communications to existing and prospective clients in one-on-one, small group, and large audience presentations.
• Provides updates on overall financial markets performance, economic trends, and the overall investment outlook as articulated by Apollo.
• Acts as a spokesperson for the investment team with the ability to present a deep understanding of the investment process, market outlook, and strong advocate for the services.
• Prepares for client meetings, including updating presentation materials, portfolio review and market update slides.
• Services existing clients and assists in asset retention efforts.
• Continually creates new sales ideas/ways to advocate product (e.g., blog posts, thought leadership ideas).
• Works closely with other departments, including Marketing, Product Management and Research to develop and maintain relevant marketing materials.
• Facilitates identification of specific target opportunities within the region to capitalize on relative strength of Apollo’s offerings and to implement sales campaigns.
• Identifies specific fund positioning and messaging to correlate with research and marketing campaigns of Apollo’s focus firms.
• Assists in training internal sales personnel to become self-sufficient in positioning and messaging within the context of their typical customer forms of interaction (e.g., one-on-one, short phone call, etc.).

Preferred Qualifications

• Preference for investment industry designations (e.g., CFA, CIMA, CFP, CAIA).