Regional Sales Wholesaler

3 weeks ago

Boston, United States Vaco Full time
Vaco is seeking a motivated Regional Sales Wholesaler to join a reputable investment management firm. As the Regional Sales Wholesaler, the role will work closely with external wholesalers to proactively market and solicit the firm’s fund offerings to the broker-dealer and advisors in North America. The duties will make proactive sales calls and present financial product ideas to targeted stakeholders. A robust benefits package and base salary is included, and it offers a competitive bonus and commission compensation structure. We encourage anyone to apply, even if they don’t seem to check off every requirement.Key responsibilities:·        Execute sales target strategy and build a strong network of financial advisers
·        Cultivate relationships with financial representatives via phone contact
·        Become versed in the firm’s cross-border funds
·        Proactively call financial advisers, educate them, and convey sales product ideas
·        Coordinate the external wholesalers’ meetings and appointments and to ensure that they have the tools, information, and resources necessary to maintain firms client assets
·        Effectively work with internal research, marketing, affiliate relations, operations, and product teams.
·        Assist the sales team with the product and sales strategy decisions by generating competitor analysis using internal tools and coordinating the production of key analyticsRequirements:·        Bachelor’s degree is required
·        At least 1 or more years of prior financial services experience or internship experience
·        Active or previously held with any of the Series 7, 63, 65, 66 licenses. Any inactive licenses are required to be retaken within three months of being hired.  
·        Excellent communication skills including the ability to deliver persuasive, concise and well-organized presentations and messages
·        Strong time management and organizational skills
·        Excellent listening and probing skills

Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .

Vaco also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco LLC and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco”) respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco’s HR Notice at Collection for California Applicants and Employees here.
  • Virginia residents may access our state specific policies here.
  • Residents of all other states may access our policies here.
  • Canadian residents may access our policies in English here and in French here.
  • Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:

  • the individual’s skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

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