Regional Consultant

🕒 May 27

🌽 Illinois, Wisconsin – Remote

🌽 Illinois – Remote 🧀 Wisconsin – Remote

💵 $150k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💼 Consultant

👻 Ghost score 41%

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Lazard

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1848

💸 Finance

🏦 Banking

💼 Consulting

🔥 Funding within the last year

💰 $300M Post-IPO Debt - Lazard on 2025-07

Finance • Banking • Consulting

Lazard is a global financial services firm founded in 1848 that provides financial advisory and asset & wealth management services. The firm offers M&A and strategic advisory, capital markets advisory, restructuring and liability management, specialized advisory transactions, and asset management and private wealth management through Lazard Asset Management and Lazard Private Wealth Management. Lazard emphasizes bespoke, sophisticated advice and investment solutions delivered globally by experienced professionals; its leadership includes CEO and Chairman Peter Orszag. The firm publishes research and market insights and serves corporate, institutional, government, and individual clients.

📋 Description

• Serve as the primary territory lead covering PWM in WI, IL • Own the distribution strategy and execution to meet or exceed gross and net sales targets across the territory • Proactively build and maintain meaningful, long-term relationships with clients • Act 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 allocation • Identify high-potential prospects and "key decision-makers" to close complex sales and secure platform placements • Manage and mentor your Internal partner to ensure seamless territory coverage, effective lead generation, and optimized travel schedules • Serve as an ambassador for the Lazard brand, embodying the firm’s intellectual capital and entrepreneurial culture.

🎯 Requirements

• 7–10+ years of successful sales and distribution experience within the financial services industry, specifically within the PWM channel • FINRA Series 7 and 63 or 65 required • Deep fluency in capital markets, macro-economic trends, and the technical mechanics of separate accounts, ETFs, and alternative investment structures • Exceptional executive presence with the ability to articulate complex investment strategies to sophisticated advisors and institutional-caliber clients • Highly organized with the ability to manage a vast geographic territory, utilizing CRM tools (Salesforce) to drive data-driven sales decisions • Advanced professional certifications such as the CFA, CIMA, AAMS, or CFP are highly desirable and viewed as a differentiator.

🏖️ Benefits

• Comprehensive benefits and incentive compensation

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