Internal Wholesaler

2 months ago

Boston, United States Vaco Full time

Vaco Boston has partnered with our client, a global investment management firm, who is seeking an Internal Wholesaler. This individual will provide strategic telephone sales and territory management for assigned territory.

Key Responsibilities:

· Independently plan, prepare and initiate sales calls

· Create, implement and execute territory marketing and sales strategy to promote and sell investment products. Develop new prospects and maintain existing relationships.

· Facilitate and participate in meetings with representatives either in the territory and/or during a visit to Boston office. Facilitate conference calls between branch offices and investment staff.

· Plan broker dealer meetings, seminars, conference calls

· Analyze daily sales reports to provide intelligence on territory activity

· Keep current with industry knowledge and experience to collaborate with the externals wholesaler in achieving established sales goals

· Analyze firm and third-party data in order to narrow focus for sales campaigns

· Proactive and coordinated use of digital marketing and social media

Requirements:

· Bachelor’s degree

· 1-2+ years relevant work experience in financial services (customer services, client relations, etc.)

· Series 7 and 66 strongly preferred.

· Knowledge of the financial services industry

· Strong attention to details

· Ability to work in a collaborative fast-paced environment

· Strong verbal and written communication 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.

  • Internal Wholesaler

    6 days ago

    Boston, Massachusetts, United States Wellington Insurance Group Full time

    About the RoleWe are seeking a talented and ambitious individual to fill an internal wholesaling role on our US Wealth team. This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms.Key ResponsibilitiesAssist external salespeople in...

  • Wholesale Accountant

    3 weeks ago

    South Boston, United States Windstream Communications Full time

    About the RoleThe Wholesale Accounting team at Windstream Communications is seeking a highly skilled Accountant I to join their team. As a key member of the team, you will be responsible for overseeing monthly variance analysis and reconciliation of wholesale expenses, including monthly recurring costs, contract credits, long distance usage, and telephone...

  • Wholesale Insurance Broker

    1 month ago

    Boston, Massachusetts, United States USG Insurance Services, Inc. Full time

    Job DescriptionUSG Insurance Services, Inc. is seeking a highly skilled and experienced Wholesale Insurance Broker to join our team. As a Wholesale Insurance Broker, you will be responsible for developing and maintaining relationships with retail brokers, identifying and pursuing new business opportunities, and providing exceptional customer service to our...

  • Internal Sales Representative

    4 weeks ago

    Boston, Massachusetts, United States Vaco Full time

    Job Title: Internal WholesalerVaco Boston is partnering with a global investment management firm to find an experienced Internal Wholesaler. This role involves providing strategic telephone sales and territory management for assigned territories.Key Responsibilities:Develop and execute a territory marketing and sales strategy to promote and sell investment...

  • Senior Client Partner

    3 weeks ago

    Boston, Massachusetts, United States Verizon Full time

    Unlock Your Potential as a Senior Client Partner at VerizonAre you a sales and account management professional looking for a challenging role that will help you grow and thrive? Do you have a passion for building strong relationships with clients and driving business growth? If so, we have an exciting opportunity for you to join our team as a Senior Client...

  • Senior Software Engineer

    2 weeks ago

    Boston, Massachusetts, United States Mable Wholesale Full time

    About Mable WholesaleMable empowers established wholesale distributors to expand their product offerings by integrating with third-party suppliers, creating a vast catalog of items for their customers to browse.We are a well-funded startup with top-notch investors and an experienced core team with multiple successful startups under our belts.We have spent...

  • Quantitative Analyst, BESS

    2 weeks ago

    boston, United States Boston Energy Trading and Marketing LLC Full time

    Boston Energy Trading and Marketing (BETM) is a wholly-owned subsidiary of Mitsubishi Corporation, a global integrated business enterprise that develops and operates businesses across virtually every industry. Mitsubishi’s current activities have expanded far beyond its traditional trading operations to include investments and business management in...

  • Quantitative Analyst, BESS

    3 weeks ago

    Boston, United States Boston Energy Trading and Marketing LLC Full time

    Boston Energy Trading and Marketing (BETM) is a wholly-owned subsidiary of Mitsubishi Corporation, a global integrated business enterprise that develops and operates businesses across virtually every industry. Mitsubishi’s current activities have expanded far beyond its traditional trading operations to include investments and business management in...

  • Quantitative Analyst, BESS

    3 weeks ago

    Boston, United States Boston Energy Trading and Marketing LLC Full time

    Boston Energy Trading and Marketing (BETM) is a wholly-owned subsidiary of Mitsubishi Corporation, a global integrated business enterprise that develops and operates businesses across virtually every industry. Mitsubishi’s current activities have expanded far beyond its traditional trading operations to include investments and business management in...

  • Sales and Marketing Representative

    6 days ago

    Boston, Massachusetts, United States Wellington Insurance Group Full time

    Key ResponsibilitiesWe are seeking a talented and ambitious individual to fill an internal wholesaling role on our US Wealth team.This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms.Assist external salespeople in developing and...

  • National Distribution Manager

    1 week ago

    Boston, Massachusetts, United States S. C. Johnson & Son Full time

    As a National Distribution Manager at S. C. Johnson & Son, you will play a pivotal role in driving business growth and delivering revenue targets for assigned national distributors. This field-based position reports directly to the Director, National Distribution, and is accountable for creating, executing, and reporting tactical business plans to achieve...

  • Market Development Specialist

    1 month ago

    Boston, Massachusetts, United States Purple Inc Full time

    Market Development SpecialistAt Purple Inc, we're building a world-class Market Development team that drives the future growth of our Wholesale division. As a Market Development Specialist, you'll play a critical role in creating raving fans and positioning ourselves as experts in maximizing revenue growth and increasing our Balance of Share (BOS).Key...

  • Account Executive

    1 week ago

    Boston, United States Construction Risk Partners LLC Full time

    At CRP, we have assembled a dynamic, thoughtful, and hands-on TEAM. If you are interested in contributing to a client-focused team that is passionate about helping our clients and their construction projects succeed, please take a look at our open opportunities. POSITION SUMMARY: An Account Executive's main function is interacting with our clients in a...

  • Retirement Plan Consultant

    6 days ago

    Boston, Massachusetts, United States Franklin Templeton Full time

    Job SummaryFranklin Templeton is seeking a highly motivated Retirement Plan Consultant to join our Workplace Retirement Sales team in Boston. The successful candidate will be responsible for developing and maintaining relationships with financial professionals, serving as a resource to our sales organization, and providing thought leadership in retirement...

  • Pharmacy Technician

    1 month ago

    Boston, United States Massachusetts General Hospital Full time

    Description We're offering a generous sign-on bonus of $3,000.00 to welcome you to our team. Recognizing and valuing exceptional talent, we're eager to discuss the exciting details of this bonus during our interview process. Sign-On Agreement Terms 12-month work commitment Half payment distribution after 90 days of hire and remaining 50% at one year of hire....

  • Senior Lead SAP FICO Specialist

    2 weeks ago

    Boston, Massachusetts, United States Acushnet Full time

    About the RoleWe are seeking a highly skilled Senior Lead SAP FICO Specialist to join our team at Acushnet Company. As a key member of our SAP Center of Excellence, you will be responsible for leading the solution design and managing the implementation of FICO in SAP S/4 HANA record-to-report process area.Reporting to the Senior Manager, you will collaborate...

  • Regional Production Specialist, Lexington Property

    5 days ago

    Boston, Massachusetts, United States AIG Full time

    About the RoleWe are seeking a highly skilled Senior Underwriter to join our team at Lexington Insurance. As a key member of our underwriting team, you will be responsible for underwriting property risks across the spectrum of E&S Property business.Key ResponsibilitiesUnderwrite property risks to maintain and profitably grow our E&S portfolio across our...

  • Delivery Driver

    5 months ago

    Boston, United States HD Supply Full time $24

    Preferred QualificationsPrior experience delivering merchandise to customers using a box truck or similar vehicle.1+ years of experience operating material handling equipment.No more than 2 minor accidents in the past rolling 3 years.No more than 2 moving violations in the past rolling 3 years.Wholesale distribution experience.Job SummaryMakes deliveries to...

  • Territory Sales Manager

    1 month ago

    Boston, Massachusetts, United States Global Partners Full time

    About the RoleWe are seeking a highly motivated and results-driven Territory Sales Manager to join our team at Global Partners LP. As a key member of our Wholesale division, you will be responsible for building and maintaining strong business relationships with our Dealer customers.Key ResponsibilitiesDevelop and nurture strong customer contacts and...

  • Senior Director, Brand Attorney

    2 months ago

    Boston, Massachusetts, United States X4 Pharmaceuticals Full time

    About X4 PharmaceuticalsX4 Pharmaceuticals is a leading biopharmaceutical company dedicated to developing innovative treatments for rare diseases. Our mission is to make a profound impact on people's lives by advancing cutting-edge science and technology.Job SummaryWe are seeking a highly experienced Senior Director, Brand Attorney to join our team. As a key...