Regional Investment Consultant - Upstate New York

Drive sales and client relationship strategies by advising broker-dealer and enterprise clients on investment solutions. Own new business development for high-profile prospects, qualify and influence adoption of recommended solutions, and lead client partnership activities including satisfaction, compliance, risk mitigation, and efficient issue resolution. Coordinate with global teams to deliver tailored presentations, develop RFP approaches, analyze complex data and KPIs, and serve as chief negotiator for key accounts while mentoring less-senior professionals.