Federated Hermes, Inc.

Manager, Practice Consulting

Pittsburgh, PA, US

Remote
Full-time
about 1 month ago
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Summary

POSITION SPECIFICATIONS: * Bachelor degree required; Degree in Business, Marketing, Finance or Economics preferred * Minimum 5 years of financial services experience in Sales, Marketing or related field required * Experience presenting to clients/advisors required; Experience designing and delivering "practice consulting" programs to financial advisors preferred * Experience collaborating and leading cross functional teams required * Experience creating content, conducting research, and writing marketing collateral and/or white papers preferred * Subject matter knowledge of topics relevant to financial advisors preferred * Must possess or obtain FINRA Series 7 and Series 66 licenses MAJOR DUTIES: The Manager, Practice Consulting, is responsible for designing and delivering practice consulting services for intermediary clients. The Manager, Practice Consulting is a "client -facing" position, responsible for the creation, maintenance and delivery of relevant, trending practice consulting content and services relating to advisor business development and practice management. The Manager must maintain current knowledge of industry trends and of the competitive landscape. The Manager will interact with internal departments and external resources to identify, develop, and disseminate relevant content topics and services. * Stay current with industry trends and best practices. * Research new content ideas and make recommendations to Senior Sales Management on content topics to be developed. Regularly conduct a comprehensive review of the content currently available in the industry. Regularly conduct a review of our content to determine when a refresh is needed and when a new topic needs to be developed. * Conduct research on content via various sources including consulting industry publications and websites, attending partner firm's and industry conferences and utilizing consulting partners. * Collaborate with and obtain input from internal departments to identify content topics that meet the needs of clients. Examples include Client Acquisition, Succession Planning, Using AI, Structuring Teams/Business. * Design, write, develop, and maintain a varied collection of content such as presentations, articles, whitepapers, blog posts, newsletters, and social media posts focused on industry trends, best practices and professional development for financial advisors. * Develop and maintain a collection of best practices for content topics. * Collaborate with Marketing to finalize content to ensure consistency with FHI brand standards and to disseminate content via Seismic, Hubspot, the FHI website and via blog posts. * Develop knowledge of practice consulting content topics to serve as the Subject Matter Expert (SME) for the company and clients. * Work in close collaboration with partner firms' advisors and home offices as well as internal departments, including intermediary sales, global accounts, research consultants, product and marketing, compliance, and subject matter experts to ensure content aligns with the client's goals and partner firm's requests and initiatives. * Work with Sales colleagues to schedule and secure client engagements. Provide in-person and virtual client consultations and training to Federated Hermes' top clients and prospects. This includes attending conferences, seminars, and other industry events, conducting webinars, virtual workshops and online training sessions to reach a broader audience of financial advisors. HOURS/LOCATION: * 8:30 a.m. - 5:00 p.m. (overtime as required) * Location: Pittsburgh, Pennsylvania * Federated Hermes Tower - Pittsburgh, PA 15222 EXPLANATORY COMMENTS: * Public speaking and presentation skills * Ability to consult with clients in a variety of settings and understand their needs * Excellent written and oral communication skills * Excellent interpersonal skills * Must be available to work core business hours and irregular hours * Travel required

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