Internal Wholesaler, Assistant Vice President

3 weeks ago

Los Angeles, United States CION Investment Group, LLC Full time

**Company Overview**

CION Investments is a leading manager of alternative investment solutions designed to redefine the way individual investors can build their portfolios and help meet their long-term investment goals. With more than 30 years of experience in the alternative asset management industry, we were early believers that alternatives should be for everyone. Our success in building innovative, accessible products and a robust distribution network is testament to our commitment to the space. We partner with some of the most elite asset managers across the entire alternative universe. Those partners Include Apollo Global Management, Ares Management, and Man Group with a collective AUM of almost $1 trillion dollars.

**Position Overview**:
The internal wholesaler is a sales professional who performs as part of a team, including working with external sales professionals and other internal sales partners. It is the internal wholesaler’s responsibility to provide sales support to existing clients and drive sales by maintaining and strengthening relationships with clients. This position is a fulltime onsite opportunity in our LA office.

**Responsibilities**:

- Provide sales support and service by initiating outbound phone calls to existing broker dealers - providing market updates and cross selling firm products and services.
- Follow up with clients after wholesaler visits to provide additional information, collect feedback on the meeting and inquire about additional product needs.
- Coordinate planning of meetings, seminars, and conference calls involving clients, DPC reps, and affiliate PMs, as well as others within the organization.
- Assist financial advisors in growing their business by providing hypothetical analysis, updating them on current marketing materials and informing them of upcoming events.
- Maintain meaningful competitive intelligence by attending meetings and trainings, engaging, and forming partnerships with other internal departments and product teams, and staying abreast of news and media updates.

**Skills & Experience Required**:

- Bachelor’s degree or equivalent work experience
- Proven experience in the financial services industry
- Minimum 1 year of experience in financial sales or wholesaling
- Excellent social skills and ability to influence others
- Proven ability to easily build and maintain relationships
- Ability and desire to learn
- Excellent time management and organization skills, with the ability to prioritize for most effective results
- Interest in financial services
- Strong presentation skills
- Series 7 & 63 licenses (or equivalent) required. Previously held series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired.

**Why Work for Us**
- We provide a competitive employee benefits and compensation package that encompasses base compensation, commissions, and bonus potential, retirement, health, and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind to help you live your best life, grow personally and professionally - and feel valued for the work you do
- Provide full financial support to pursue professional designation credentials including CIMA, CFA, CAIA, and CFP designations
- Brand new office in a collaborative, close knit environment with direct access to upper management

Pay: From $75,000.00 per year

**Benefits**:

- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Compensation package:

- Bonus opportunities
- Commission pay

Weekly schedule:

- Monday to Friday

Work setting:

- In-person
- Office

Work Location: In person

  • Assistant Vice President, Budget

    1 week ago

    Los Angeles, United States University of Southern California Full time

    Assistant Vice President, Budget. Capitalizing on over 140 years of history and tradition in downtown Los Angeles, the University of Southern California (USC) has embarked on an unprecedented period of expansion. USC is now poised to take its place Vice President, Budget, President, Assistant, Financial Planning, Accounting, Technology

  • Vice President Marketing

    6 days ago

    Los Angeles, United States Litmus Full time

    Vice President (VP) of Marketing job description Are you an experienced Vice President (VP) of Marketing looking for a fresh challenge and an opportunity to join a high growth software company? We are looking for an enthusiastic Vice President (VP) of Marketing who will not only execute in the trenches, but also provide strategic leadership from a market and...

  • Assistant Vice President, Payroll, Tax

    7 days ago

    Los Angeles, United States Oaktree Capital Management Full time

    The Assistant Vice President will operate as the payroll team lead and supervisor to four direct reports. This position will work closely and be supported by Oaktrees external service providers, as well as other Oaktree teams in HR, tax, accounting, Payroll, Tax, Vice President, Treasury, Assistant, President

  • Vice President for Communications and Community Engagement

    1 month ago

    Los Angeles, United States J. Paul Getty Full time

    The J. Paul Getty Trust, one of the world's most influential cultural and philanthropic institutions dedicated to advancing access to visual arts, is currently seeking a Vice President of Communications and Community Engagement (VP). Reporting to and Communications, Vice President, Engagement, Communication, President, International, Business Services

  • Assistant Vice President of Programs

    1 week ago

    Los Angeles, United States St. Joseph Center Full time

    The Assistant Vice President of Programs serves as a team leader providing Program Department leadership and supervision to Senior Directors and others, ensuring the delivery of quality care while adhering to the mission of St. Joseph Center. ESSENTI Mental Health, Mental, Vice President, Health, Program, Department Leader, Healthcare

  • Assistant Vice President, Legal/GCO Operations

    3 weeks ago

    Los Angeles, United States Oaktree Capital Management Full time

    Include:Work with the GC Office and key stakeholders to help design a strategic roadmap that addresses process changes, technology adoption and cross-group collaboration effectiveness. Define and drive strategic and operational initiatives from ideat Operations, Vice President, Legal, Assistant, President, Operation, Manufacturing

  • Region Vice President, Sales

    1 week ago

    Los Angeles, United States Owens & Minor Full time

    The Region Vice President has full P&L responsibility for their Region including both revenue and operating income. ESSENTIAL DUTIES AND RESPONSIBILITIES - Responsible for achieving key focus product starts budget. - Responsible for supporting & achi Sales, Vice President, President, Operations, Management, Manufacturing

  • Vice President, Business Development

    2 weeks ago

    Los Angeles, United States hXpath Full time

    Our client, a reputable logistics organization, is seeking a Vice President of Business Development to join their team in the Los Angeles area.This Vice President of Business Development is responsible for identifying and pursuing new business opportunities, developing and implementing sales strategies, and building relationships with clients and...

  • Vice President Investment Banking

    1 month ago

    Los Angeles, United States Selby Jennings Full time

    Title: Investment Banking Vice President Company Summary: We are currently working with a top-tier Middle Market investment bank out of Los Angeles, CA who is looking to add talent to their busy Beauty and Wellness team. This opportunity will allow you to join an execution driven team, work directly with senior leadership, and work with one of the most...

  • Vice President Investment Banking

    2 weeks ago

    Los Angeles, United States Selby Jennings Full time

    Title: Investment Banking Vice President Company Summary: We are currently working with a top-tier Middle Market investment bank out of Los Angeles, CA who is looking to add talent to their busy Beauty and Wellness team. This opportunity will allow you to join an execution driven team, work directly with senior leadership, and work with one of the most...

  • Vice President Investment Banking

    1 month ago

    Los Angeles, United States Selby Jennings Full time

    Title: Investment Banking Vice President Company Summary: We are currently working with a top-tier Middle Market investment bank out of Los Angeles, CA who is looking to add talent to their busy Beauty and Wellness team. This opportunity will allow you to join an execution driven team, work directly with senior leadership, and work with one of the most...

  • Vice President of System Finance Operations

    1 week ago

    Los Angeles, United States Clinical Management Consultants Full time

    A fantastic hospital in the Los Angeles area is in search of a new Vice President of System Finance Operations. This hospital has made a huge positive impact on the population it serves. It is known for its high-touch care and quality services they have been providing for patients. In addition, this 100+ bed hospital is accredited in all areas, and has...

  • Vice President of Finance

    1 day ago

    Los Angeles, United States Proper Hospitality Full time

    **Proper Hospitality is seeking an experienced Vice President of Finance to join our corporate team in Los Angeles.** **Reporting into the Sr. Vice President of Finance, this key role will be responsible for driving strong financial performance by working closely with each hotel's Directors of Finance/Controllers, ensuring aligned metrics for success are in...

  • Vice President

    3 weeks ago

    Los Angeles, CA, United States Selby Jennings Full time

    Summary: An established Middle-Market Private Equity firm is looking to expand their team with a Private Equity Vice President! They are located in Los Angeles, CA and focus on a wide variety of industries. This is a very team-focused, collaborative firm that provides an environment for growth. As a Vice President, you will play an integral role in all...

  • Vice President, Digital Commerce

    1 week ago

    Los Angeles, United States E.L.F. Beauty, Inc. Full time

    Overview Reporting to the Chief Digital Officer, the Vice President of Digital Commerce & Consumer Experience is accountable for the digital commerce strategy at e.l.f. Beauty, the Americas, the leader, will be responsible for all multi-brand, multi-geography direct-to-consumer sites, mobile apps, wholesale e-tail partners, and marketplaces. Balancing...

  • Vice President Fund Accounting

    3 days ago

    Los Angeles, United States BCI - Brokerage Consultants Inc Full time

    Vice President, Fund Accounting | Los Angeles, CA (Hybrid) Alternative investment adviser/fund manager seeks Vice President to join their team focused on middle market direct lending strategies. Role is primarily responsible for loan accounting for the firm's direct lending funds and will lead a team of two other employees. Responsibilities: Reconcile loan...

  • Senior Vice President, Internal Audit

    4 days ago

    Los Angeles, United States Kilroy Realty Full time

    About Kilroy Realty, L.P. * Kilroy (NYSE: KRC) is a leading U.S. landlord and developer with approximately 17 million square feet of primarily office and life science space with operations in San Diego, Greater Los Angeles, the San Francisco Bay Area, Greater Seattle and Austin, Texas. * As pioneers and innovators in the creation of a more sustainable real...

  • Vice President, Business Development

    19 hours ago

    Los Angeles, CA, United States hXpath Full time

    Our client, a reputable logistics organization, is seeking a Vice President of Business Development to join their team in the Los Angeles area. This Vice President of Business Development is responsible for identifying and pursuing new business opportunities, developing and implementing sales strategies, and building relationships with clients and...

  • Vice President of System Finance Operations

    1 week ago

    Los Angeles, CA, United States Clinical Management Consultants Full time

    A fantastic hospital in the Los Angeles area is in search of a new Vice President of System Finance Operations.This hospital has made a huge positive impact on the population it serves.  It is known for its high-touch care and quality services they have been providing for patients. In addition, this 100+ bed hospital is accredited in all areas, and has...

  • Assistant Vice President

    3 weeks ago

    Los Angeles, United States Century Group Full time

    Job DescriptionJob DescriptionCentury Group is partnering with a leading client for an Assistant Vice President to join their team for a hybrid role. This role will be responsible for maintaining and reviewing the books and records of the investment legal entities. Exact compensation may vary based on skills, experience, and location. Expected starting base...