Job Description

The Regional Consultant’s primary responsibilities are to drive fundraising results across Apollo’s perpetual product suite, with a focus on the Registered Investment Advisor (RIA) and Independent Broker Dealer (IBD) client segment. The Regional Consultant will cover $500mm - $10B+ RIA and IBD clients in the market, with a focus on the Southeast. They will also cover RIA OSJs and local offices of National RIAs. This individual will have a deep, consistent track record of both driving commercial outcomes and retaining assets, paired with key relationships across assigned region/territory. The Regional Consultant will champion the continual growth of the firm’s market share by supporting all aspects of the sales cycle from prospecting, to closing business to asset retention. This includes partnering with the investment organization to communicate and provide detailed technical expertise on investment strategies and how such strategies can be implemented within client firm platforms and models. The Regional Consultant works closely with key distributors, platform specialists, research and due diligence personnel at target firms. Qualifications & Experience: Drive fundraising across Apollo’s perpetual product suite, focused on a specific territory of advisors/firms under their coverage. This role will focus on the Southeast region. Collaborate closely with internal partners across the firm to cultivate a deep understanding of the investment approach and results in order to represent all facets of the firm’s products internally and externally. Position Apollo’s strategies in a highly commercial and impactful manner with financial advisors around the country. Develop and deliver investment, market, and business communications to existing and prospective clients in one-on-one, small group, and large audience presentations. Provides updates on overall financial markets performance, economic trends, and the overall investment outlook as articulated by Apollo. Act as a spokesperson for the investment team with the ability to present a deep understanding of the investment process, market outlook, and strong advocate for the services. Oversee a range of talent both on the internal sales desk and in the field. Work closely with other departments, including Marketing, Product Management, CPMs, etc to ensure impactful marketing materials are being created to reach prospects/clients. Penetrates specific target opportunities within the region to capitalize on strength of Apollo’s offerings and to implement sales campaigns. Excel at specific fund positioning and messaging to correlate with research and marketing campaigns of Apollo’s focus firms. Manage and train team (direct and indirect) to become self-sufficient in positioning and messaging within the context of their typical customer forms of interaction (e.g., one-on-one, short phone call, etc.). EDUCATION, CERTIFICATIONS, AND SKILLS: Bachelor’s degree, preferably in a finance-related field. Proficient in word processing, spreadsheet, and presentation applications. Working knowledge of database and web-based applications. FINRA Series 7 and 66 Licenses required. Preference for investment industry designations (e.g., CFA, CIMA, CFP, CAIA).

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