Investment Consultant/Internal Wholesaler
2 weeks ago
DescriptionOverview: The Investment Consultant - Latin America and US Offshore is responsible for building and maintaining business relationships with US-based financial advisers who provide service to non-resident clients. As an internal wholesaler, the Investment Consultant (IC) will work closely with external wholesalers to proactively market and solicit the firm's cross-border fund offering to the Offshore broker-dealer and bank segments based in the US. The IC's primary assigned territory is US-based Offshore advisors; however, the IC might periodically support inbound phone and email inquiries received directly from financial intermediaries based in Central and South America. The IC will spend a significant amount of time making proactive sales calls, presenting product ideas while also providing support to financial advisers over the phone. This position is based in Miami, FL. What you will do: •Build strong knowledge of the international financial adviser base to partner with external wholesalers to execute the sales strategy for the US Offshore territory, and achieve and exceed established sales goals. •Cultivate relationships with financial representatives via phone contact. •Become versed in Natixis' cross-border funds and their competitive positioning 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 Natixis client assets and gather future business. •Promote, invite, and host financial advisers to key Natixis events and track potential leads. •Refer leads to Natixis US domestic Sales Desk to facilitate cross-sales when appropriate. •Handle incoming phone calls and emails, requests for product information, and raise 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 information to service existing assets and gather new ones. •Assist the LATAM/US Offshore 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 Natixis 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. What you will bring: •Bachelors degree or equivalent experience in a related field •A minimum of 1 year of prior financial services experience; sales or client service experience preferred •Basic understanding of mutual funds and the financial services industry •Strong interpersonal skills including the ability to deliver persuasive, concise and well-organized presentations and messages •Excellent listening and probing skills •Strong time management and organizational skills •Ability to work independently and within a collaborative team environment •Proactive approach •High level of integrity •Limited US travel may be required (
-
Miami, United States Trusted Capital Homes Full time*** APPLICANTS MUST COMPLETE ALL SCREENING QUESTIONS FOR CONSIDERATION ***PAY STRUCTURE: SALARY 60k-80k + Commission (Total compensation 90k-220k)Hours: Monday through Thursday: 10-7 PM Friday: 10-5:45*** APPLICANTS MUST COMPLETE PHONE ASSESSMENT FOR CONSIDERATION ******Do not call us*** We will call you if interested***We are a national leader in the...
-
Miami, United States Trusted Capital Homes Full time*** APPLICANTS MUST COMPLETE ALL SCREENING QUESTIONS FOR CONSIDERATION ***PAY STRUCTURE: SALARY 60k-80k + Commission (Total compensation 90k-220k)Hours: Monday through Thursday: 10-7 PM Friday: 10-5:45*** APPLICANTS MUST COMPLETE PHONE ASSESSMENT FOR CONSIDERATION ******Do not call us*** We will call you if interested***We are a national leader in the...
-
External Wholesaler
38 minutes ago
Miami, United States Pacifica Continental Full timePOSITION:Business Development US Offshore. The position will be part of the Intermediaries distribution business of the company, reporting to the Head of US intermediaries, the candidate will be based in Miami. You will be part of a fast growing and successful business GENERAL DESCRIPTION Responsible for sales and marketing activities of Wellington...
-
Parts Wholesale Representative
6 days ago
Miami, Florida, United States Warren Henry Automotive Group Full timePosition Overview: We're looking for a Parts Wholesale Representative to join our team in North Miami! This position will be working with our Jaguar, Land Rover and Infiniti brands as we continue growing. The Parts Wholesale Representative’s key responsibility is to generate revenue by selling parts to all customers through various means such as...
-
Associate - Natural Resources Investments
2 weeks ago
Miami, United States Arena Investors, LP Full timeArena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce.Arena is seeking to expand its investment...
-
Investment Banking Associate
1 week ago
Miami, United States Auctus Capital Partners Full timeCompany Description Auctus Capital Partners is a leading financial services and investment banking firm located in Chicago, IL. The firm specializes in creating value for the lower middle market through merger & acquisition advisory, institutional private placements of debt and equity, financial restructuring, valuation, and strategic consulting. Auctus'...
-
Investment Banking Associate
1 week ago
Miami, United States Auctus Capital Partners Full timeCompany Description Auctus Capital Partners is a leading financial services and investment banking firm located in Chicago, IL. The firm specializes in creating value for the lower middle market through merger & acquisition advisory, institutional private placements of debt and equity, financial restructuring, valuation, and strategic consulting. Auctus'...
-
Alternative Investments Associate
3 weeks ago
Miami, United States Santander Full timeAlternative Investments Associate Country: United States of America USA Job Duties and Responsibilities: Assist in conducting investment manager research and due diligence Assist with constructing the pipeline of alternative investments products for Santander clients Review and monitor performance of new and existing investment managers Assist broader team...
-
Alternative Investments Associate
2 weeks ago
Miami, Florida, United States Santander Full timeAlternative Investments Associate Country: United States of America USA Job Duties and Responsibilities: Assist in conducting investment manager research and due diligence Assist with constructing the pipeline of alternative investments products for Santander clients Review and monitor performance of new and existing investment managers Assist broader team...
-
Business Development Intern
1 week ago
Miami, United States Coolibar, Inc. Full timeTechnical. Elegant. World Leader in Sun Protection You Wear.As an employee of Coolibar you are working to support the company mission to "Protect the World from Sun Damage”. 🌟 Exciting Summer Internship Opportunity at Coolibar!🌟Join our dynamic wholesale department and gain hands-on experience in business development! We're thrilled to offer a paid...
-
Business Development Intern
1 week ago
Miami, United States Coolibar, Inc. Full timeTechnical. Elegant. World Leader in Sun Protection You Wear.As an employee of Coolibar you are working to support the company mission to "Protect the World from Sun Damage”. Exciting Summer Internship Opportunity at Coolibar! Join our dynamic wholesale department and gain hands-on experience in business development! We're thrilled to offer a paid...
-
Business Development Intern
1 week ago
Miami, United States Coolibar, Inc. Full timeTechnical. Elegant. World Leader in Sun Protection You Wear.As an employee of Coolibar you are working to support the company mission to "Protect the World from Sun Damage”. 🌟 Exciting Summer Internship Opportunity at Coolibar!🌟Join our dynamic wholesale department and gain hands-on experience in business development! We're thrilled to offer a paid...
-
Associate - Natural Resources Investments
2 weeks ago
Miami, Florida, United States Arena Investors I Quaestor Advisors Full timeArena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Arena is seeking to expand its...
-
Confidential-Investment Finance Manager
2 weeks ago
Miami, United States Bisnow Full timeOur SelectLeader's client specializes in offering comprehensive real estate and family office services to high-net-worth individuals from Latin America, particularly Mexico. The company excels in building and managing real estate portfolios, facilitating access to US real estate investments for our clients. Central to our offerings is our US-based...
-
Investment Banking Internship
2 weeks ago
Miami, United States Into City Prep Full timeInvestment Banking Intern Seeking a hardworking undergraduate or recent graduate passionate about investment banking. You may get involved with analysing markets, creating complex financial models, producing prospectuses and performing valuation. This is a good opportunity for undergraduates, graduates as well as working professionals who want to change...
-
Miami, United States Carrie Rikon & Associates, LLC. Full timeJob DescriptionJob DescriptionInternational Tax Accountant Manager170K Plus Benefits and Bonus.Hybrid role reporting to their Miami office.Why We Stand OutSeeking a new challenge where your professional and personal aspirations are not only possible but supported? This public CPA firm might be just the place for you!Celebrated as the Best Place to Work in...
-
International Tax Accountant
3 weeks ago
Miami, United States Carrie Rikon & Associates, LLC. Full timeJob DescriptionJob DescriptionInternational Tax Accountant (Senior)110K-120K Plus Benefits and Bonus.Hybrid role reporting to their Miami office.Why We Stand OutSeeking a new challenge where your professional and personal aspirations are not only possible but supported? This public CPA firm might be just the place for you!As one of the top accounting firms...
-
International Tax Accountant
2 weeks ago
Miami, United States Now Hiring You, LLC Full timeJob DescriptionJob DescriptionInternational Tax Accountant. Fully Bilingual. Senior Level. Run with clients from the start. Some Audit, Consulting.
-
International Banker
2 weeks ago
Miami, Florida, United States City National Bank of Florida Full timeOverview: The International Banker is responsible for building, managing and retaining a portfolio of international affluent individuals, and entrepreneurs. The Banker expectation is to meet and exceed goals by developing new Wealth and Depository relationships from prospects and existing clients. Through a proactive need based selling approach, the banker...
-
Consultant, Marketing Science Analytics
2 weeks ago
Miami, United States Analytic Partners Full timeAnalytic Partners Recognized as a Leader by The Forrester Wave, Marketing Measurement & Optimization, Q3 2023 Report "Analytic Partners dominates with data-driven marketing insights." We are the Commercial Intelligence industry leader and the first to do it! We help brands use data to drive business growth, and we do this using a combination of technology...
