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Relationship Manager, Advisory and Investment Consulting (HYBRID or REMOTE)

Equitable · US

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe'vehoned since 1859.

Job description

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe'vehoned since 1859. The Relationship Manager is an influential part of the growth of Advisory and Investment Solutions, responsible for enabling investment and advisory sales growth throughout Equitable Advisors. This is truly a team environment for those excited about the long-term rewards of a growing company. What You'll Be Doing: The key objectives of the Advisory and Investment Consulting Relationship Manager are to build relationships with the Equitable Advisors field force and enable sales and practice growth through driving investment and advisory-related revenue generating activities. As a dedicated headquarters resource for Financial Professionals (FPs) in their assigned complex territory, the candidate will focus on defined segments to support complex leadership and their FPs in building and growing their practices. This support includes inbound and outbound calls, virtual and in-person meetings with FPs and their teams, as well as occasional in-person and virtual participation in conferences and other events. This role generally serve...