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Advisory Consultant

Advisory Consultant

Macquarie Global ServicesPhiladelphia, PA, United States
5 days ago
Job type
  • Full-time
Job description

Join Macquarie's Client Solutions Group as a Advisory Consultant. The Client Solutions Group is an integrated global distribution platform, providing clients with a single point of contact across all our Asset Management capabilities. Client Solutions Group's broad remit extends across all Private Markets and Public Investments, including product development, raising capital into funds, separate mandates, and co-investments, developing new client relationships and managing these relationships on an ongoing basis.

While Macquarie offers hybrid working for many of our roles, this role does require 3 days a week in our office location.

At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

What role will you play?

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As an Advisory Consultant, you will partner with your Senior Advisory Consultant to represent Macquarie Asset Management's suite of investments to Registered Investment Advisors and Bank Trust firms in your region. You will drive asset growth and profitability by building strategic relationships through a consultative sales approach and by analyzing industry data to develop effective business plans. Leveraging your market expertise, communication skills, and technology platforms, you will implement tactical sales strategies, maintain product knowledge, and ensure client service issues are resolved in compliance with regulatory requirements.

What you offer

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  • Bachelor's degree partnered with Series 7 and 66 (or 7, 63, and 65) licenses required
  • Knowledge of the financial marketplace and experience selling financial products; two years of prior financial services experience
  • Proficiency with virtual meeting platforms and experience analysing data to create business plans
  • Strong presentation, communication, and organizational skills, with the ability to travel as needed.

#LI-EF1

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

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At Macquarie, you're empowered to shape a career that's rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include :

  • 1 wellbeing leave day per year and a minimum of 25 days of annual leave
  • 20 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers
  • 2 days of paid volunteer leave and donation matching
  • Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short / long term disability
  • Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
  • Recognition and service awards
  • Hybrid and flexible working arrangements, dependent on role
  • Reimbursement for work from home equipment
  • About Macquarie Asset Management

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    Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We're trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.

    Our commitment to diversity, equity and inclusion

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    We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie provides equal opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance.

    Our aim is to provide reasonable accommodations to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know during the application process.

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