OppenheimerFunds Advisor Consultant, RIA Channel, Mountain Region in United States

Advisor Consultant, RIA Channel, Mountain Region

  • Denver, CO

  • Full-time

Company Description

OppenheimerFunds values the talented and diverse workforce we’ve cultivated over the years. Our nearly 60-year history includes a strong tradition of providing innovative investment ideas and a world-class experience for the individuals, institutions and financial advisors we serve. Our strong foundation is built on collaboration, creativity, and the extraordinary people who play an integral role in our success every day.

Job Description

The RIA Senior Consultant is responsible for driving sales of OppenheimerFunds (“the Company”) products and services through the Registered Investment Advisor (RIA) channel. An integral part of our Distribution organization, the Senior Consultant serves as the face of OppenheimerFunds to our clients, building relationships that have a direct impact on the Company’s growth.

Principal Responsibilities:

  • Identify opportunities to develop and execute consultative sales strategies that will maximize market penetration and increase customer loyalty with RIAs in the region

  • Employ thoughtful and consistent segmentation strategy to ensure partnership with top tier RIAs

  • Develop and deepen partnership opportunities with RIAs to generate revenue and meet sales goals

  • Partner with RIA Channel Head, Strategic Accounts, and Marketing to ensure alignment around business strategy, capitalize on opportunities and overcome specific challenges

  • Collaborate with Advisor Consultant and Internal Advisor Consultant to employ a team-oriented approach and a thoughtful and consistent RIA segmentation strategy

  • Build relationships with key RIA firms within the region through face-to-face meetings, portfolio manager conference calls and other high touch personal communication

  • Act as both a resource and consultant to RIA clients by sharing subject matter expertise and providing on-going high impact market intelligence

  • Ensure collaboration across the organization, maximizing synergies within other channels of Distribution

  • Represent OppenheimerFunds at National and Regional industry conferences

  • Manage expense budget, and handle other administrative functions effectively


  • Minimum of 8 years of successful asset management sales experience, deep relationships in the RIA Channel, and a demonstrated track record in the Mutual Fund and/or ETF industry

  • Superior knowledge of the asset management industry, and the competitive landscape

  • In-depth understanding of Capital Markets and the impact of economic factors

  • Knowledge of investment planning topics including Asset Allocation, Retirement, Tax & Estate Planning

  • Strong quantitative skills with a proven ability to analyze data, and incorporate findings into a Business Plan

  • Demonstrated ability to think strategically, build strong relationships and execute

  • Excellent listening skills with a natural inclination to focus on customer needs

  • Strong written, verbal and interpersonal communication skills

  • Undergraduate degree required, with a strong record of academic achievement; MBA preferred

  • Series 7 & 63 required; industry designations such as CFA, CFP, CIMA, etc. a plus

  • Must be domiciled within, or willing to relocate to the “Mountain West” territory, with Denver or Seattle preferred

Additional Information

We are a dynamic firm that values teamwork and collaboration, and true to our history, we encourage independent thinking and provide ample opportunities for our people to stand out and make a difference. With offices in New York, Denver, Rochester and Dallas, we work hard to turn our unconventional wisdom into value for investors and pursue excellent results for ourselves and our firm. Learn more about the culture and opportunities at OppenheimerFunds here: https://careers.oppenheimerfunds.com

OppenheimerFunds and its subsidiaries and affiliates provide equal employment opportunity to all qualified individuals without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, veteran status, or any other characteristic protected by law in all employment functions including recruitment, evaluation, selection, promotion, compensation, benefits, training, and termination of employment.

Note that this posting is intended for individual applicants.