External Wholesaler
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
External Wholesaler - Atlanta, GA
As an External Wholesaler, you will be focused on expanding the capital base of the firm's Partner Group. This role will primarily support the ongoing service and advisory efforts for many of the firm's longest-term and deepest Partner relationships, in addition to sourcing new Partners to invest with the firm.
Key Responsibilities:
- Identifying and successfully onboarding new prospective Partners
- Managing ongoing relationships with Partners to deepen the relationships to provide them with access to investment opportunities
- Monitoring existing Partner investments
Success as an External Wholesaler will be measured by your:
- Ability to effectively provide service and expertise to the firm's Partner base and effectively evaluate and monitor Partner portfolios
- Quantum of new Advisors added to our ecosystem
- Capacity to work within and across teams to bring success to all members of the firm
Requirements:
- 5 years of experience in a relationship management and business development role in a fast-paced industry
- Outgoing personality and the ability to interact with rooms full of people with confidence
- Team player with a strong work ethic
- Ability to work in a fast-paced environment under strict deadlines
- Exceptional organizational and written communication skills and exacting attention to detail
- Proficient in Microsoft Office Suite
- Basic competencies in CRM software with an ability to expand
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