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Senior Internal Wholesaler

3 months ago

New York, United States The Goodkind Group, LLC Full time

This Senior Internal Wholesaler opportunity is with a Global Alternative Investments firm with its Headquarters in NYC.


Overview:

  • The Senior Internal Wholesaler, in partnership with an Regional Director, will be responsible for sales and service of our Financial Intermediary partners in their assigned region.
  • Responsible for supporting major markets and directly managing secondary markets within their Region with a client-focused, sales driven approach.
  • Performance is measured by assets under management, sales activities, client expansion and retention, and broader team contribution to the National sales effort.
  • Build Relationships with regional firms through high-quality, pro-active interactions.
  • Ability to articulate the firms Wealth Solutions & sophisticated products.
  • Utilize the CRM system to log all client activity.


Requirements:

  • Bachelor’s degree, ideally in Economics or Finance.
  • 3+ years minimum experience as an Internal Wholesaler is ideal.
  • Ideal candidate has Alternative Investments experience.
  • Series 7 and 63 Licensed - required.
  • CAIA, MBA, CFA a plus.
  • Extremely well spoken, high energy, multi-tasking who is driven to excel in sales is required.


For immediate consideration, contact me today: fmarzi@thegoodkindgroup.com


All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Benefits include Health Insurance, Dental, 401k, Vision, Flex spending account and more.