POSITION TITLE: Senior Regional Consultant/Regional Consultant
DEPARTMENT: BD Central
- POSITION SPECIFICATIONS:
- Bachelor degree required; business related field preferred; Master's degree, CIMA or CFP preferred
- Minimum 1 - 3 years outside sales or sales support experience required; 5 year's outside sales experience in the financial services industry preferred
- Proficiency with technology resources including Salesforce, Power BI, Microsoft Excel, Word, PowerPoint, SharePoint and Microsoft Copilot required
- Demonstrated experience in portfolio analytics required
- Knowledge of financial markets required
- In-depth knowledge of financial products required; Knowledge of Federated Hermes' products preferred
- Knowledge of quantitative mutual fund investment techniques and terminology preferred
- Must possess/obtain FINRA Series 7 and 66 immediately
The experience level of the candidate will determine the level of the position as Sr. Regional Consultant or Regional Consultant.
MAJOR DUTIES:
- Conduct systematic sales calls on independent firms and RIAs to identify needs, explain Federated Hermes' investment products, processes and staff.
- Follow-up on client and prospective client contacts, and close the sale of investment products.
- May develop marketing programs for existing clients to increase assets.
- Coordinate internal resources to further the sales process; i.e., Client Portfolio Managers, Portfolio Managers, Internal Sales, Legal and other support personnel. (RFPs, final presentations and annual reviews for Institutional).
- Work closely with internal Federated Hermes departments (i.e., Operations, Compliance, Product Development, Legal) to assure proper client servicing.
- Maintain up-to-date client and call activity data in the Federated Hermes CRM database.
- Provide management with written and oral feedback on discussions with clients and prospects.
- Attend industry conferences and seminars.
- Entertain clients and prospects as appropriate.
- Perform other duties as required; travel, irregular work hours and possible relocation are job requisites.
HOURS/LOCATION:
- 8:30 a.m. - 5:00 p.m. (additional hours may be required)
- Territory: Minnesota and western Wisconsin
- Location: Field based within territory
EXPLANATORY COMMENTS:
- Exceptional interpersonal skills, oral communication and presentation skills
- Strong organization and time management skills
- Ability to collaborate with a team and execute responsibilities independently
- Detail oriented with a high degree of accuracy and timely follow through
- Dedicated, assertive with a strong work ethic
- Must possess/maintain a valid driver's license
- Will be required to sign an employment agreement
- Heavy travel required
- COMMENCEMENT DATE: 08/19/2026
We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.
Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, pregnancy, sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any local, state or federal law applicable to Federated Hermes. As part of the firm's equal employment opportunity statement, Federated Hermes will also comply with applicable government contractor obligations, including ensuring veterans and qualified people with disabilities are considered for employment and promotional opportunities consistent with current federal, state and local laws and regulations. Federated Hermes will also make reasonable accommodations for the religious practices or beliefs of applicants and employees, as well as for mental health or physical disability needs.
To review Federated Hermes' California Privacy Notice go to https://www.federatedinvestors.com/corporate/careers.do and select CA Applicant Notice.