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Senior Internal Wholesaler

4 months ago

New York, United States Social Capital Resources Full time

Top-Tier Investment Manager in Midtown is looking for multiple Internal Wholesalers


Responsibilities:


  • Work with Regional Director to formulate and execute territory business plan.
  • Work with digital media marketing Director to formulate and execute branding campaign
  • Cultivate relationships with financial representatives via phone and email contact.
  • Accommodate inbound sales and marketing calls
  • Initiate outbound marketing phone calls to broker dealer community to market and sell firm products; convey sales ideas; provide product information; and gather marketing data.
  • Consult with investment advisors to understand needs and cross sell products as appropriate.
  • Provide service to investment professionals including hypothetical reports and research as needed.
  • Travel within territory (minimum of 2 times/year)


Qualifications:


  • Bachelor’s Degree or equivalent work experience
  • Prior sales experience
  • Must have Series 7 & 63
  • Prior experience with Mutual Funds is preferable
  • 2 years of prior financial services experience preferred
  • Team oriented, ability to effectively manage time, strong communication skills
  • Ability to travel periodically
  • Ability to work extended hours if necessary