Overview In this role you will lead Lazard's distribution within the Financial Institutions Group for the RIA Central region, focusing on delivering deep investment-Platform expertise to sophisticated advisor networks. You drive asset growth, establish Lazard as a premier investment partner, and mentor internal partners to optimize territory coverage. You will serve as a senior ambassador, shaping client impact through expert presentations and strategic engagements. This opportunity combines entrepreneurship with intellectual leadership in a global firm that values collaboration and knowledge sharing.
Compensation / Benefits- base salary ( $150,000 USD)
- comprehensive benefits
- potential incentive compensation
Responsibilities- Own the distribution strategy and execution to meet/exceed sales targets across the territory
- Proactively build and maintain long-term relationships with RIAs in WI, MN, ND, SD, IA, IN, MI, IL
- Act as subject-matter expert on Lazard's investment platforms; conduct high-impact meetings and portfolio reviews
- Identify high-potential prospects and key decision-makers to close complex sales and secure platform placements
- Lead and mentor Internal partners to ensure seamless territory coverage, lead generation, and optimized travel
- Represent the Lazard brand as an ambassador of its intellectual capital and entrepreneurial culture
Key requirements- 7-10+ years of successful sales and distribution experience in financial services, specifically within the RIA channel
- FINRA Series 7 and 63 or 65 required
- Deep fluency in capital markets, macro-economic trends, and the mechanics of separate accounts, ETFs, and alternative structures
- Exceptional executive presence and ability to articulate complex investment strategies to sophisticated advisors and institutional clients
- Highly organized, capable of managing a large geographic territory, with CRM usage (Salesforce) to drive data-driven decisions
- Advanced professional certifications such as CFA, CIMA, AAMS, or CFP are desirable
- executive presence
- strong relationship management
- mentorship and leadership
- Salesforce CRM
- knowledge of investment platforms and instruments (separate accounts, ETFs, alternatives)
- portfolio reviews and technical presentations
