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Internal Wholesaler

4 months 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.

Responsibilities:

  • Build strong knowledge of the international financial adviser base to best work with external wholesalers to execute the sales strategy and exceed established sales goals.
  • Cultivate relationships with financial representatives via phone contact
  • Become versed in the firm's cross-border funds and their competitive positioning in order to proactively call financial advisers and educate, motivate, train and convey sales and product ideas to them
  • Actively call on targeted business partners to follow up on external wholesalers' meetings and appointments and to ensure that they have the tools, information, and resources necessary to maintain firms client assets and gather future business
  • Promote, invite, and host financial advisers to key company events and track potential leads.
  • Handle incoming phone calls and emails, requests for product information, and escalate issues in a professional and timely manner
  • Effectively work with internal research, marketing, affiliate relations, operations, and product teams in order to coordinate research reports, marketing pieces, meetings/calls with affiliates/Portfolio Managers, and obtain the necessary information to best service existing assets and gather new ones.
  • Assist the sales team with the product and sales strategy decisions by generating competitor analysis using internal tools and coordinating the production of key analytics by the research team
  • Use company's International's CRM tool to track and document client and prospect interactions and identify sales from financial advisers to assure that they are properly assigned and recorded
Qualifications
  • Four-year college degree or equivalent experience
  • At least 1 or more years of prior financial services experience
  • Basic understanding of financial products in the investment services industry
  • Active or previously held with any of the Series 7, 63, 65, 66 licenses.
  • Any inactive licenses are required to be retaken within three months of being hired.
  • Excellent communication skills including the ability to deliver persuasive, concise and well-organized presentations and messages
  • Strong time management and organizational skills
  • Excellent listening and probing skills
  • Ability to work independently within a collaborative team environment
  • Proactive approach
  • High level of integrity