Managing Director leading Aerospace, Defense & Government Services practice at Intrepid. Engaging with clients, managing relationships, and overseeing transactions in M&A advisory.
About the role
- Financial Advisor consulting clients to identify their risk goals and sell investment strategies. Collaborating with teams to develop investment strategies and maximizing sales efforts.
Responsibilities
- Consults with clients to identify their goals, objectives and appetite for risk.
- Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern target profiles
- Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions
- Collaborates and understands working with NTSI traders to ensure excellence in execution
- Participates in team conversations to help develop and implement best in class investment strategies and solutions that will to maximize their sales efforts
- Thorough documentation of client notes/interaction into Salesforce is a must to ensure all members of the advisory team are informed and kept up to date on client interaction
- Monitors the market and information sources to make appropriate and timely strategy decisions to clients and partners
- Fully participates in all ongoing training and meeting initiatives
- Sets personal sales goals and business plan with manager based on experience and product knowledge
- Providing the highest level of client service to clients is a top priority
- Operates independently; has in-depth knowledge of business unit / function
- As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Carries out activities that are large in scope, cross-functional and technically difficult.
- Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
- Conducts preliminary analysis
- Responsible for direct interaction with different committees and/or management
- Strategic in developing, implementing and administering programs within functional areas
Requirements
- Minimum 5+ years of securities industry and sales experience.
- Must have broad based knowledge of all securities products, options expertise preferred.
- Required Securities license: Series 7, 66 (or 63/65)
- Professional designation preferred (CFP)
Benefits
- retirement benefits (401k and pension)
- health and welfare benefits (medical, dental, vision, spending accounts and disability)
- paid time off
- parental and caregiver leave
- life & accident insurance
- other voluntary and well-being benefits
- discretionary bonus program that may include an equity component
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