[Remote] Regional Consultant - Great Lakes

Note: The job is a remote job and is open to candidates in USA. Lazard Asset Management is a leading financial advisory and asset management firm that emphasizes collaboration and individual growth. The Regional Consultant - PWM Great Lakes is responsible for driving distribution strategies, building client relationships, and serving as an ambassador for Lazard’s investment solutions in the financial institutions sector.ResponsibilitiesServe as the primary territory lead covering PWM in WI, ILOwn the distribution strategy and execution to meet or exceed gross and net sales targets across the territoryProactively build and maintain meaningful, long-term relationships with clientsAct as a subject matter expert on Lazard’s investment platforms, conducting high-impact in-person meetings, portfolio reviews, and technical presentations to influence advisor asset allocationIdentify high-potential prospects and "key decision-makers" to close complex sales and secure platform placementsManage and mentor your Internal partner to ensure seamless territory coverage, effective lead generation, and optimized travel schedulesServe as an ambassador for the Lazard brand, embodying the firm’s intellectual capital and entrepreneurial cultureSkills7–10+ years of successful sales and distribution experience within the financial services industry, specifically within the PWM channelFINRA Series 7 and 63 or 65 requiredDeep fluency in capital markets, macro-economic trends, and the technical mechanics of separate accounts, ETFs, and alternative investment structuresExceptional executive presence with the ability to articulate complex investment strategies to sophisticated advisors and institutional-caliber clientsHighly organized with the ability to manage a vast geographic territory, utilizing CRM tools (Salesforce) to drive data-driven sales decisionsAdvanced professional certifications such as the CFA, CIMA, AAMS, or CFP are highly desirable and viewed as a differentiatorBenefitsComprehensive benefitsMay include incentive compensationCompany OverviewLazard Asset Management provides a diverse portfolio of equity, fixed-income, and alternative investment products. It is a sub-organization of Lazard. It was founded in 1970, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is https://www.lazardassetmanagement.com.Company H1B SponsorshipLazard Asset Management has a track record of offering H1B sponsorships, with 4 in 2025, 3 in 2024, 5 in 2023, 4 in 2022, 8 in 2021, 8 in 2020. Please note that this does not guarantee sponsorship for this specific role.