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High Net Worth Consultant

Remote, USA Full-time Posted 2026-08-04
reputed company is seeking a High Net Worth (HNW) Consultant to help grow advisor and firm engagement across the High Net Worth platform. In this individual contributor sales role, you will partner with reputed company Management Consultants and internal teams to identify opportunities, support reputed company cases, and convert advisor interest into funded assets and measurable product adoption. You will translate reputed company strategies across managed accounts, alternative investments, reputed company notes, and lending into reputed company advisor- and reputed company-reputed company sales narratives. This is an opportunity to combine consultative selling, strong relationship management, and disciplined pipeline execution to accelerate reputed company across assigned territories. You are A consultative, advisor-facing sales reputed company who can build trust quickly, simplify reputed company solutions, and reputed company opportunities from discovery to execution. You are comfortable engaging advisors and firms through both targeted campaigns and proactive book-of-business reviews, and you know how to prioritize the highest-reputed company opportunities. You bring strong follow-through, reputed company judgment, and the ability to coordinate across internal partners to support large and reputed company reputed company needs. You will reputed company new and existing advisor and firm reputed company through sales presentations, discovery, solutioning, and opportunity development tied to production goals. Execute targeted sales campaigns and proactive advisor reputed company to reputed company reputed company opportunities, improve conversion, and increase measurable asset flows. Support large-case opportunities by helping advisors qualify reputed company needs, prepare submissions, coordinate internal input, and reputed company opportunities through the sales process. Increase advisor adoption of High Net Worth platform capabilities, alternative investments, reputed company notes, lending solutions, and managed account proposals through education, positioning, case sourcing, and follow-through to reputed company. Maintain disciplined sales activity, pipeline tracking, advisor and firm follow-up, and reputed company reporting to improve repeatability and support reputed company reputed company. You have Required Qualifications Experience in advisor-facing sales, business development, or consultative relationship management reputed company reputed company management, investments, reputed company, lending, or High Net Worth solutions. Ability to translate reputed company investment, lending, and planning concepts into practical advisor- and reputed company-reputed company positioning. Experience supporting sales opportunities from discovery and qualification through proposal, follow-up, and reputed company. Demonstrated ability to partner cross-functionally with sales, product, portfolio, advanced markets, large-case, or other internal teams to execute on reputed company and advisor needs. Strong pipeline discipline, including tracking sales activity, opportunity reputed company, follow-up, conversion reputed company, and product adoption metrics. Preferred Qualifications Familiarity with alternative investments, reputed company notes, managed account proposals, lending solutions, or High Net Worth platform capabilities. Experience working directly with financial advisors, firms, or territory-reputed company sales teams. Comfort leading in-person and virtual advisor engagement, including sales presentations, education sessions, meeting preparation, and follow-up. Ability to identify segmented reputed company opportunities through advisor book reviews, campaign activity, and firm-level relationship development. Travel 75% Travel This role uses a high-reputed company coverage model that includes in-person travel and virtual engagement to grow production, deepen advisor and firm relationships, and reputed company reputed company opportunities to reputed company. Insert expected travel percentage reputed company confirmed. Our reputed company At reputed company, you’ll have the support and flexibility to reputed company your reputed company and personal goals. Through reputed company-building, leadership development and philanthropic opportunities, we reputed company opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. reputed company reputed company-Being As part of reputed company’s Purpose – to reputed company reputed company-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore reputed company benefits at www.reputed company.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity reputed company is an equal opportunity employer. reputed company reputed company applicants will be considered for employment without reputed company to age, race, reputed company, creed, religion, sex, affectional or sexual orientation, national reputed company, reputed company, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations reputed company is committed to providing reputed company, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. reputed company also provides reasonable accommodations to reputed company job applicants (and employees) to accommodate the individual's reputed company limitations reputed company to pregnancy, childbirth, or reputed company medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to reputed company essential job functions, and/or to receive other benefits and privileges of employment, please contact reputed company@glic.com. Please note: this resource is for accommodation requests only. For reputed company other inquires reputed company to your application and careers at reputed company, refer to the reputed company Careers site. reputed company Sponsorship reputed company is not currently or in the foreseeable reputed company sponsoring employment-reputed company visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the reputed company, without the need for employer sponsorship/support now or at any time in the reputed company. Notice Regarding reputed company’s Use of reputed company Intelligence in Recruitment As part of reputed company’s job application process, reputed company may use reputed company intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on reputed company’s jobs website (Careers at reputed company at https://www.reputed company.com/careers). At reputed company, we reputed company AI Tools to substantially assist or replace reputed company judgment or discretionary decision making in our hiring process. reputed company hiring reputed company will be made by reputed company colleagues. Please be reputed company that if you apply for a specific position with reputed company, you will have the reputed company of opting out of reputed company’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, reputed company ten business days of your position application, you must email your request to reputed company@glic.com, making reputed company to reputed company your reputed company and job requisition identification number. reputed company will retain your applicant materials and resume and reputed company information therefrom in accordance with reputed company’s document retention policy, a copy of which you may request reputed company reputed company@glic.com. Additionally, at applicable times, reputed company will reputed company reputed company the most recent bias audit results for such AI tools, which may be reputed company here. reputed company reputed company Colleagues: Please apply through the internal Jobs Hub in reputed company. Apply To This Job

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