Senior Regional Consultant / Regional Consultant
Federated Hermes - St Paul, MN
Hiring: Senior Regional Consultant / Regional Consultant Company: Federated Hermes Location: St Paul, MN Job Posted Time: 2026-09-10 11:43:49 Target Skills & Keywords : CFP, CIMA, Microsoft Excel, Microsoft PowerPoint, Salesforce, Series 7 About the job Required Skills: •Develop and manage relationships with independent firms and RIAs to promote Federated Hermes investment products and solutions. •Conduct sales meetings, identify client needs, and support business development initiatives. •Partner cross-functionally with internal teams, including Portfolio Managers, Operations, Compliance, Legal, and Internal Sales, to deliver exceptional client service and support the sales process. •Maintain accurate client activity records in Salesforce/CRM systems and provide market and client feedback to management. •Represent Federated Hermes at industry conferences, seminars, and client events. Qualifications: •Bachelor's degree required; business-related field preferred. Master's degree, CIMA, or CFP designation is a plus. •Knowledge of financial markets, investment products, and portfolio analytics. •Proficiency with Salesforce, Power BI, Microsoft Excel, PowerPoint, Word, SharePoint, and Microsoft Copilot. •FINRA Series 7 and 66 licenses required or ability to obtain immediately. •Strong communication, presentation, organizational, and relationship-building skills. •Valid driver's license required; extensive travel within the territory is expected. •This role offers an exciting opportunity to build strong client relationships, contribute to asset growth, and represent a leading global investment manager in a dynamic market. •For consideration, please visit our company website and reference job #9759 •For additional information, please visit FederatedHermes.com •Federated Hermes, Inc. offers a competitive salary and benefits package along with a professional environment. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!