Internal Wholesaler

2 weeks ago


Boston, United States Vaco Full time
Vaco Boston has partnered with our client, a global investment management firm, that 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.

  • Internal Wholesaler

    3 weeks ago


    Boston, United States Virtual Full time

    Vaco Boston is partnered with a highly reputable and global Investment Management firm looking to hire an Investment Regional Internal Wholesaler Associate. An internal wholesaler will work closely with external wholesalers to proactively market and solicit the firms cross-border fund offering to the broker-dealer and bank segments based in the...

  • Internal Wholesaler

    4 weeks ago


    Boston, United States Vaco Full time

    Vaco Boston is partnered with a highly reputable and global Investment Management firm looking to hire an Investment Regional Internal Wholesaler Associate. An internal wholesaler will work closely with external wholesalers to proactively market and solicit the firm's cross-border fund offering to the broker-dealer and bank segments based in the US....

  • Internal Wholesaler

    1 month ago


    Boston, United States Vaco Full time

    Vaco Boston is partnered with a highly reputable and global Investment Management firm looking to hire an Investment Regional Internal Wholesaler Associate. An internal wholesaler will work closely with external wholesalers to proactively market and solicit the firm's cross-border fund offering to the broker-dealer and bank segments based in the US....

  • Internal Wholesaler

    4 weeks ago


    Boston, United States Vaco Full time

    Vaco Boston is partnered with a highly reputable and global Investment Management firm looking to hire an Investment Regional Internal Wholesaler Associate. An internal wholesaler will work closely with external wholesalers to proactively market and solicit the firm's cross-border fund offering to the broker-dealer and bank segments based in the US....

  • Internal Wholesaler

    1 month ago


    Boston, United States Vaco Full time

    Vaco Boston is partnered with a highly reputable and global Investment Management firm looking to hire an Investment Regional Internal Wholesaler Associate. An internal wholesaler will work closely with external wholesalers to proactively market and solicit the firm's cross-border fund offering to the broker-dealer and bank segments based in the US....

  • Internal Wholesaler

    2 weeks ago


    Boston, United States Vaco Full time

    Vaco Boston has partnered with our client, a global investment management firm, that 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 callsCreate, implement and execute territory marketing and sales...

  • Internal Wholesaler

    2 weeks ago


    Boston, United States Virtual Full time

    Vaco Boston has partnered with our client, a global investment management firm, that 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...

  • Wholesale Manager

    1 month ago


    Boston, Massachusetts, United States iAnthus Capital Full time

    At iAnthus, we are not just in the business of cannabis; we're in the business of empowering individuals to lead healthier, happier lives through access to premium-quality medicinal and adult-use cannabis products. We believe in the potential of cannabis to enhance wellness and redefine the future of self-care. As a trailblazer in the cannabis industry,...

  • Wholesale Manager

    2 weeks ago


    Boston, Massachusetts, United States iAnthus Capital Full time

    At iAnthus, we are not just in the business of cannabis; we're in the business of empowering individuals to lead healthier, happier lives through access to premium-quality medicinal and adult-use cannabis products. We believe in the potential of cannabis to enhance wellness and redefine the future of self-care. As a trailblazer in the cannabis industry,...

  • Wholesale Manager

    4 weeks ago


    Boston, United States iAnthus Capital Full time

    Job DescriptionJob DescriptionAt iAnthus, we are not just in the business of cannabis; we’re in the business of empowering individuals to lead healthier, happier lives through access to premium-quality medicinal and adult-use cannabis products. We believe in the potential of cannabis to enhance wellness and redefine the future of self-care. As a...

  • Wholesale Manager

    4 weeks ago


    Boston, Massachusetts, United States iAnthus Capital Full time

    At iAnthus, we are not just in the business of cannabis; we're in the business of empowering individuals to lead healthier, happier lives through access to premium-quality medicinal and adult-use cannabis products. We believe in the potential of cannabis to enhance wellness and redefine the future of self-care. As a trailblazer in the cannabis industry,...


  • Boston, Massachusetts, United States WHOOP Full time

    At WHOOP, we're on a mission to unlock human performance. WHOOP empowers members to perform at a higher level through a deeper understanding of their bodies and daily lives.Reporting to the AVP, Business Development - Operations, the Sr. Manager, Operations will be responsible for building and managing processes related to domestic and international growth...

  • Wholesale Manager

    36 minutes ago


    Boston, United States iAnthus Capital Full time

    Job DescriptionJob DescriptionWho We Are:iAnthus Capital Management is a multi-state operator, encompassing the full spectrum of cannabis enterprises, from cultivation to processing to retailing. Cannabis will be the next great transformative industry - not just because it has the power to change people’s lives (especially those suffering from chronic...


  • Boston, United States Liberty Mutual Full time

    **Pay Philosophy** The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as...


  • Boston, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...


  • Boston, United States Marriott Full time

    Job Number 24108325 Job Category Sales & Marketing Location Sales Support East, 7750 Wisconsin Avenue, Bethesda, Maryland, United States Schedule Full-Time Located Remotely? Y Relocation? N Position Type Management JOB SUMMARY Provides account management support for domestic and international wholesale and tour operator accounts that buy locally within the...


  • Boston, United States The TCW Group, Inc. Full time

    **Position Summary**: - The Internal Sales Associate partners with TCW’s Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related...


  • Boston, Massachusetts, United States State Street Full time

    Wholesale Non-CRE Credit Risk Modeling Lead, Vice President Boston/New Jersey/StamfordWho we are looking forAn experienced, senior level professional with a strong technical and quantitative aptitude to act as Vice President and Wholesale Non-CRE Credit Risk Modeling based in Boston, New Jersey, Stamford. This role will report to the Head of Credit Risk...


  • Boston, United States The TCW Group Full time

    Position Summary The Internal Sales Associate partners with TCW's Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related topics...


  • Boston, United States Symbotic Full time

    Who we are With its A.I.-powered robotic technology platform, Symbotic is changing the way consumer goods move through the supply chain. Intelligent software orchestrates advanced robots in a high-density, end-to-end system - reinventing warehouse automation for increased efficiency, speed and flexibility. What we need We're looking for an Internal...