- Develop client relationships, including expanding existing client relationships and developing new profitable relationships in multiple territories.
- Conduct consultative, relationship-building sales calls with financial advisors and investment research teams
- Partner with a Director of Sales to develop and implement a territory sales plan.
- Approach interactions with a consultative mindset, starting with client needs and effectively leveraging internal resources needed to meet those needs, including delivering insight-based education, coaching and portfolio construction consultations.
- Develop and execute on a data driven client segmentation, including consistent profiling of clients, timely and accurate recording of all client/prospect interactions into the firm's CRM system and prospecting for new potential relationships.
- Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms.
- Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences.
- Bachelor's degree in a business-related major required
- 4-6 years of sales experience in financial services / investment management preferred
- FINRA Series 7 and 63 required
- A current understanding of capital markets, mutual funds, ETFs, separately managed accounts
- Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results
- Ability to develop client relationships and strategic partnerships
- Strong attention to detail with the ability to manage multiple tasks effectively
- Proficient in Microsoft Office products, Salesforce CRM, Evestment, Ycharts preferred.
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Advisor Consultant - Chicago - CI Segall Bryant & Hamill
Description
CI Segall Bryant & Hamill Asset Management is an investment firm based in Chicago, Illinois with offices in Denver, CO, St. Louis, MO and Philadelphia, PA. Since our founding in 1994, we have grown to approximately $30 billion in assets under management as of June 30, 2025. We provide fee-based investment management of equity, fixed income, alternative and asset allocation portfolios. Our growing client list includes high net worth individuals/families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country. CI SBH is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Overview:
CI Segall Bryant & Hamill seeks an Advisor Consultant to join our team. The Advisor Consultant, in partnership with a Director of Sales, will be responsible for building long-term partnerships with intermediary clients (Financial Advisors, RIAs, bank trust platforms and family offices) that maximize long-term holdings of CI Segall Bryant & Hamill investment solutions including mutual funds, ETFs and separately managed accounts.
Key Responsibilities:
Qualifications:
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information
This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $120,000-130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
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