Internal Consultant - Sales

Posted 7 Days Ago
Be an Early Applicant
South Park, CA
Entry level
Fintech • Financial Services
The Role
The Internal Consultant will collaborate with external partners and financial professionals, educate clients on DWS investment strategies, utilize Salesforce and databases for territory management, and develop skills in analytics, presentation, and relationship building.
Summary Generated by Built In

Job Description:

Employer:             DWS Group

Title:                      Internal Consultant

Location:               Chicago, IL

Job Code:              LI-LV1 #LI-01

About DWS:

Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.

Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.

We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’.

As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.

This is your chance to invest in your future.

Read more about DWS and who we are here.

Team Overview

U.S. Wealth is responsible for the advancement, promotion, and growth of DWS’s Active, Passive Xtrackers ETFs, and Alternatives strategies with financial advisory clients across intermediary Wealth channels.

With clients across the traditional Wirehouse, Independent, and RIA channels, the Internal Consultant team gains exposure to a diverse set of advisors and firms.

In addition to individual challenges, industry knowledge, and skills development, the Internal Consulting team works together to achieve firm goals.

The Internal Consulting team is a competitive group of individuals, and even more important, they help support one another.

Role Details

As a/an Internal Consultant you will (be):

  • Part of a team working together with external partners covering financial professionals across the country.

  • Part of a team responsible for achieving sales goals across multiple territories.

  • Learning about financial markets across the globe.

  • Educating clients and prospects on the various DWS investment strategies available in the marketplace.

  • Utilizing Salesforce and multiple databases in the development and management of territories.

  • Developing skills across analytics, presentation, process, and relationship building.

We are looking for:

  • Knowledge of investment trends and advisor practices

  • Bachelor’s degree required

  • Familiarity with Morningstar Advisor Workstation and Salesforce.com a plus

  • Ability to work in a team environment and communicate clearly and concisely, with an expertise in adapting to different audiences

  • Ability to articulate specific sales strategies and processes

What we’ll offer you:

At DWS we’re serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it’s important to us that you enjoy coming to work - feeling healthy, happy, and rewarded. At DWS, you’ll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you’re interested in healthcare, company perks, or are thinking about your retirement plan, there’s something for everyone.

Some of our core benefits:

  • Competitive Salary and Matched 401K Savings Plan

  • Generous Paid Time Away plus Bank Holidays

  • Physical and Mental Health Well-Being benefits including (but not limited to) Health & Life Insurance Plans and the support of trained Mental Health First Aiders

  • Family friendly benefits including generous parental leave packages (supporting all variations of family set-ups), to healthcare plans and travel insurance

  • The opportunity to support our CSR strategy which is focused on combatting climate change & achieving greater social justice. You can make donations to our partnered organizations or take part in corporate volunteering opportunities in your local communities by providing on hand support.

DWS’ Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.

If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you. 

Privacy Statement

The California Consumer Privacy Act outlines how companies can use personal information. Click here to view DWS’ Privacy Notice.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEOC Know Your RightsEmployee Rights and Responsibilities under the Family and Medical Leave ActEmployee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.

Top Skills

Morningstar
Salesforce
The Company
HQ: Frankfurt am Main
68,787 Employees
On-site Workplace

What We Do

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential.

We see things differently at Deutsche Bank – and we’re proud of our fresh perspective. Today, we’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritising long-term success over short term gains, and serving society with ambition and integrity.

Wherever your interests lie – in investment banking, trading, private wealth, asset management, retail banking - or many of the infrastructure functions that support them – you’ll discover resources, training and opportunities designed to keep you ahead of the curve.

Intelligence has no boundaries: we welcome high-achieving, talented individuals from any background.

If you’re full of imagination, enjoy solving problems and respond positively to complex challenges, discover a career to look forward to and join us!

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