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External Wholesaler

3 months ago

Philadelphia, Pennsylvania, United States Long Short Advisors Full time

Long Short Advisors is seeking a seasoned External Wholesaler to join our team of investment professionals. The External will utilize their knowledge and skillset to market and distribute LSAs mutual fund products to the financial advisor and registered investment advisor industry. This individual will work out of the firm's Philadelphia office.

Primary Responsibilities

Create new and manage existing relationships with RIAs, family offices, trust companies, research departments, and regional wire houses

Initiate phone calls, cultivate new leads, set up meetings, and lead sales meetings

Present products knowledgably and effectively so potential investors can clearly identify the benefits

Attend industry events associated with the liquid alternatives space

Provide technical information about the products, which includes a strong knowledge of the competitive landscape

Assist with developing and implementing business plans as well as sales and marketing material as needed

Manage travel and entertainment account within allotted budget

Use CRM to effectively track sales goals

Benefits

Competitive Base Salary + Commissions + Healthcare & Benefits

Desired Skills and Experience

Bachelors Degree (at minimum)

At least five years of internal/external wholesale experience

Excellent communication skills-both verbal and written

Proven track record of consistently meeting and/or exceeding performance goals

Willingness to travel (50%+)

CRM experience

Advanced Excel and PowerPoint

CFA Preferred

Long Short Advisors is committed to a diverse and inclusive workplace. Long Short Advisors is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.