Senior Regional Consultant/Regional Consultant
Intermediary Sales
Federated Hermes Career Opportunity #9572
Atlanta, Georgia
Federated Hermes, Inc., one of the nation’s largest investment managers with over $871 Billion in managed assets has an exciting opportunity available immediately for a Senior Regional Consultant/Regional Consultant to successfully promote Federated Hermes’ products to intermediary clients in the metro Atlanta territory.
Duties include:
- Conduct systematic sales calls on intermediary clients and prospective clients to identify needs, explain Federated Hermes’ investment products, processes and staff.
- Follow-up on client and prospective client contacts and close the sale of investment products.
- May develop marketing programs for existing clients to increase assets.
- Coordinate internal resources to further the sales process; i.e., client Portfolio Managers, Portfolio Managers, Internal Sales, Legal and other support personnel. (RFPs, final presentations and annual reviews for Institutional).
- Work closely with internal Federated Hermes’s departments (i.e., Operations, Compliance, Product Development, Legal) to assure proper client servicing.
- Maintain up-to-date client and call activity data in the Federated Hermes CRM database.
- Provide management with written and oral feedback on discussions with clients and prospects.
- Attend industry conferences and seminars.
- Entertain clients and prospects as appropriate.
Specifications:
- Bachelor degree required; business related field preferred; Master’s degree, CIMA or CFP preferred
- Minimum 1 - 3 years outside sales or sales support experience required; 5 year’s outside sales experience in the financial services industry preferred
- Knowledge of financial markets required
- In-depth knowledge of financial products required; Knowledge of Federated Hermes’s products preferred
- Knowledge of quantitative mutual fund investment techniques and terminology preferred
- Must possess/obtain FINRA Series 7 and 66 immediately
- Must possess a valid driver’s license
**The experience level of the candidate will determine the level of the position as Sr. Regional Consultant or Regional Consultant.**
Our Investment in You
We believe our employees are our most important asset! Therefore, we offer benefits programs designed to help you and your family thrive, training programs to advance your professional development and opportunities for you to give back to the community. Our offerings include:
- A competitive total compensation package, including bonus programs designed to recognize and incentivize our employees to do their best every day
- Time off programs including paid vacation, parental leave and a volunteer day to help you stay healthy and connected to the things that are important
- Opportunities to expand your professional network within the firm and the community through participation in programs such as the Women in Investing Employee Resource Business Group and the University Ambassador Program.
About Federated Hermes
For more than 70 years, Federated Hermes (FHI) has provided world-class investment solutions to financial professionals in the United States and around the world. Federated Hermes' employees have defined the qualities of the company’s success over the decades: a reputation for integrity and excellence, a commitment to customers and employees and a history of longstanding client relationships. While each market cycle brings new opportunities and challenges to the company, Federated Hermes continues to foster employee commitment to excellence in the investment management industry.
For consideration, please visit our company website and reference job #9572
For additional information, please visit FederatedHermes.com
Federated Hermes, Inc. offers a competitive salary and benefits package along with a professional environment.
Only those candidates in whom we have an interest will be contacted.
Federated Hermes will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.
EOE – Including Disability / Vets
Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, pregnancy, sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any local, state or federal law applicable to Federated Hermes. As part of the firm’s equal employment opportunity statement, Federated Hermes will also comply with applicable government contractor obligations, including ensuring veterans and qualified people with disabilities are considered for employment and promotional opportunities consistent with current federal, state and local laws and regulations.
