• Responsible

    Consciously be great in everything you do today.

    Learn more
  • Patience

    When you wrestle with a pig in the mud, you both get dirty, but only one of you likes it.

    Learn more
  • Motivation

    Hard work is the key to success. Unfortunately people spend most of their lives trying to pick the lock.

    Learn more

Welcome

Developing the Next Leaders is passionately committed to the betterment of today's Financial Services Industry! Through our Consulting Services and our 501(C)(3) we strive daily to create certainty for your Sales Leaders and the Teams they manage. We do this through hands on training in the art of process building, content development and designing the right techniques for your Firm!

Jobs

  • 5 OCT 2018

    Financial Professional Associate

    The Financial Professional Associate position is a sales position with Prudential Advisors selling insurance and financial services. Financial Professional Associates participate in a comprehensive development program, developing product knowledge, and selling experience while offering appropriate insurance and investment products to help clients meet their financial goals.

  • 3 DEC 2018

    Director - Intermediary Sales

    The Director – Midwest Region is responsible for growing, managing, and retaining all sales activities within a 14 state territory. The Director will promote and wholesale Great Lakes Advisors separately managed accounts and mutual funds to financial advisors in the wire house, independent, and RIA channels.

  • 3 DEC 2018

    Internal Sales Consultant

    As a member of our sales team, the primary responsibility of the Internal Sales Consultant (ISC) is to promote and sell Great Lakes Advisors investment products through financial advisors and working closely with the external Directors. Candidates must be proven self-starters who have a strong desire to succeed and to achieve goals in a timely manner.

  • 30 NOV 2018

    U.S. Counsel

    Act as a resource for the consideration and review of legal issues relating to matters and projects in the US. Work as part of internal and external legal project teams as needed. Review investment management agreements, third party service agreements, private placement documentation and other legal documents as necessary. Develop an appropriate level of knowledge of the relevant legal requirements affecting ASI’s activities in the Americas.

  • 6 NOV 2018

    Mutual Fund Tax Accounting Director

    Direct all aspects of the 1940 Act Funds (Funds) tax matters. Coordination and oversight of the 3rd party tax service provider utilized by the Funds. Act as primary tax liaison with outside tax advisors, consultants, auditors, and fund administrators. Keep current on emerging tax issues that impact the Funds, actively participate in the industry. Coordinate with internal departments to ensure that the tax issues, policies and guidelines are understood and implemented correctly.

Letter from the Founder

My name is Colin Lake. I am currently the National Sales Director for RS Investments and I have more than 20 years of external sales experience in the financial services industry. I am not writing today to ask you to review a resume or make a monetary donation. The reason for this letter is, like you, I have been given so much by this industry and I am looking for a way to give back.

Read more

Success stories

Contact Us

IN THE MILITARY AND LOOKING TO ENTER THE INDUSTRY?

Colin.lake@outlook.com
1.860.490.6959
241 Boston Post Rd.
Marlborough, MA. 01752.

NON-MILITARY AND LOOKING TO ENTER THE INDUSTRY?

Colin.lake@outlook.com
1.508.630.0319
241 Boston Post Rd.
Marlborough, MA. 01752.