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Regional External Wholesaler
6 months ago
Clinton Investment Management is a rapidly growing investment management firm specializing in the professional management of municipal bond portfolios on behalf of high-net-worth, ultra-high-net-worth, and institutional investors. Our firm's goal is to be a top provider of municipal bond investment solutions to our clients by offering world class portfolio management, superior value-added thought leadership, and preeminent client service for our advisors and investors.
Midwest/Southwest Regional External Wholesaler Job Description
The External Wholesaler role includes calling on financial advisors and selling municipal bond separately managed accounts. This individual role is dedicated to increasing the sale of our products through regular telephone presentations and meetings. Applicants should have extensive business development/wholesaling experience within the Morgan Stanley, Merrill Lynch, UBS, Wells Fargo and RIA distribution channels in particular. These conversations should increase the financial advisor’s knowledge and awareness of our products. This individual will be responsible for making proactive calls to clients and prospects while managing the assigned territory within the US. Primary client interaction is by telephone as well as travel to client sites. The investor relations position is a fast paced challenging sales role for self-motivated and driven sales professionals.
Responsibilities
Conduct proactive telephone and in-person sales presentations to top tier advisors highlighting firm products and value proposition.
Partner with CEO, fellow sales professionals, and support team to drive asset growth and build relationships with advisors through execution of a defined territory plan and sales process.
Effectively profile advisors to understand their practice, clients and investment process to identify needs and to position investment solutions and services to meet those needs.
Provide portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their business.
Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships.
Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis.
Desired Skills And Experience
Financial services industry and sales experience preferred
Established relationships with independent RIA and bulge bracket financial services distribution channels Mid-West and South East preferred.
Bachelor’s degree and strong academic background required
Excellent Verbal Communication And Presentation Skills Required
Demonstrated knowledge of fixed income/municipal bonds preferred
Strong Organization And Time Management Skills Required
Strong interest in sales and the financial markets required
Series 65/66 registration preferred
