PCM National Wholesaler

2 weeks ago

Newport Beach, United States Pence Capital Management Full time

Company

Pence Capital Management integrates academic, behavioral and military-grade intelligence to identify transformative investment ideas, develop investment strategies, and build model portfolios. We believe that big, knowable themes emerge from a simple truth: human behavior drives consumption, which directly impacts the supply chain, and in turn, global economies.

Role

To be successful, you will need to have 2-5 years of experience wholesaling investments to advisors, ideally UITs, ETFs and Separately Managed Accounts. In this role, as an essential member of the investment team, you will help expand the sales of our established product line and build the distribution of our investment solutions. To be successful, you will need the skillset of a top-notch sales professional and that of a project manager.

In support of marketing, you will play a key role in spreading the message of our firm. This role is a hybrid role with the expectation you will be on the road 3-4 weeks/month working with our distribution partners to sell our products and the remainder of the time in the office working with the investment team. You will create materials, presentations, documents, and handle logistics for the product presentations and expansion of the platforms that offer PCM products.

Responsibilities

  • Travel 60% of the time
  • Conduct product presentations multiple times per day, multiple days per week
  • Conduct investment research and create reports
  • Analyze economic trends/activities and advise the effects on client portfolios
  • Support the senior members of the investment team in their delivery of investment solutions to clients.
  • Recommend changes to advisors portfolios after evaluating the economic, financial, and market factors
  • Attend internal and external meetings to stay current on financial markets, products, and services
  • Assist Advisors with ongoing financial planning for clients and referral source management
  • Create, update, and maintain presentations for CIO
  • Coordinate and manage logistical details for CIO live media appearances and private briefs
  • Other duties as assigned

Requirements

Knowledge, Skills, and Abilities

  • Excellent verbal and written communication skills
  • Ability to prioritize tasks and contribute to multiple projects simultaneously
  • Capable of working independently and within teams
  • Strong interpersonal, problem-solving and project management skills
  • Superior analytical skills; strong computer skills; high proficiency in MS Office (especially Excel and PowerPoint)
  • Strong background and working knowledge of financial products (ETFs, UITs, SMAs, etc.)
  • Familiarity with Salesforce
  • Excellent phone skills
  • Licensing: Series 7 & 66 (or equivalent)

Education and/or Experience

  • Our ideal candidate would be an intellectually curious college graduate with a strong academic record and a positive attitude
  • BA degree with a concentration in economics, finance, mathematics, business administration, commerce accounting, or similar quantitative field
  • Military experience a plus

Benefits

  • Competitive salary and bonus program
  • Medical, dental, and vision as part of our commitment in investing in the health and well-being of our employees
  • 401k savings plan
  • Company Retirement Contribution (company-paid) (after the first year)

  • PCM National Wholesaler

    2 weeks ago

    Newport Beach, United States Pence Capital Management Full time

    CompanyPence Capital Management integrates academic, behavioral and military-grade intelligence to identify transformative investment ideas, develop investment strategies, and build model portfolios. We believe that big, knowable themes emerge from a simple truth: human behavior drives consumption, which directly impacts the supply chain, and in turn,...

  • PCM National Sales Specialist

    2 months ago

    Newport Beach, United States Pence Capital Management Full time

    CompanyPence Capital Management integrates academic, behavioral and military-grade intelligence to identify transformative investment ideas, develop investment strategies, and build model portfolios. We believe that big, knowable themes emerge from a simple truth: human behavior drives consumption, which directly impacts the supply chain, and in turn,...

  • PCM National Sales Specialist

    2 months ago

    Newport Beach, United States Pence Capital Management Full time

    CompanyPence Capital Management integrates academic, behavioral and military-grade intelligence to identify transformative investment ideas, develop investment strategies, and build model portfolios. We believe that big, knowable themes emerge from a simple truth: human behavior drives consumption, which directly impacts the supply chain, and in turn,...

  • Wholesale Parts Specialist

    6 days ago

    Virginia Beach, United States RK Auto Full time

    Job DescriptionJob Description**Job Summary:**The Wholesale Parts Specialist at RK Chevrolet-Subaru is responsible for generating sales and providing exceptional customer service to wholesale clients in the auto industry. This is a full-time position, with an hourly plus commission compensation structure, located in Virginia Beach, Virginia. As an individual...

  • Broker / Underwriter Wholesale

    3 days ago

    Newport Beach, CA, United States Gallagher Full time

    At Risk Placement Services, we're more than just a team we thrive on collaboration, creativity, and tackling challenges head-on. Our culture fosters an environment where every idea counts, and every individual's contribution matters. Step into a world of excitement and innovation as we work with top-rated carriers to design robust coverage for our clients....

  • Sr. Director National Account Sales, Fleet

    7 days ago

    Palm Beach Gardens, United States TBC Full time

    Description Reporting to the SVP, National Sales, this position is responsible for the development and maintenance of national account relationships with companies that operate or manage a fleet of vehicles on a national scope. The primary objectives for this position are to strategically grow TBC market share in the National Fleet market segments by new...

  • Driver - CDL

    1 week ago

    Deerfield Beach, United States Republic National Distributing Company Full time

    Driver - CDL Location: Deerfield Bch, FL, US, 33442 Req ID:  4697 Work Location Type:  In The Field Date:  May 22, 2024 Republic National Distributing Company (RNDC) is a family-owned business with roots extending before Prohibition that has evolved into...

  • Billing Specialist

    7 days ago

    Newport Beach, United States Falcon Rappaport & Berkman PLLC Full time

    Falcon Rappaport & Berkman (FRB) is a rapidly growing law firm focused on an interdisciplinary approach to the practice of law. Our team is composed of thought leaders across a variety of practice areas, including some of the nation’s leading voices on web3, taxation and a variety of other fields. We bring together experts across all of our practice areas...

  • Billing Specialist

    5 days ago

    Newport Beach, United States Falcon Rappaport & Berkman Full time

    Job DescriptionJob DescriptionFalcon Rappaport & Berkman (FRB) is a rapidly growing law firm focused on an interdisciplinary approach to the practice of law.  Our team is composed of thought leaders across a variety of practice areas, including some of the nation’s leading voices on web3, taxation and a variety of other fields.  We bring together experts...

  • Business Development Executive

    2 weeks ago

    Deerfield Beach, United States PEAR Core Solutions Full time

    The Company: Kennesaw Juice is an established and growing juice manufacturing company based in Pompano, Florida, committed to producing high-quality, fresh, and nutritious juices. Our mission is to bring health and wellness to our community and beyond, through our delicious and vibrant juice selections. As we expand our reach, we are looking for an ambitious...

  • Account Representative Reservations Agent

    2 days ago

    Newport Beach, United States Go Rentals Full time

    At Your Service is a special division of Go Rentals, the only automobile rental company catering to the private aviation industry and 5-star resort properties. The At Your Service team is often the first point of contact for guests and partners alike, thus we are seeking only the best and brightest to fill this role. **This is a call center, telephone-based...

  • Project Controls Manager with Security Clearance

    2 weeks ago

    Newport, United States Vector Resources Full time

    Project Controls Manager Client: Naval Undersea Warfare Center DivisionContract: 5 years Location: Newport, Rhode IslandSecurity Clearance: Secret security clearance is required.Overview:Vector Resources (VRI) is looking for an experienced Project Controls Manager (PCM) with Department of Defense (DOD) experience to lead a project controls team with a scope...

  • Business Development Executive

    2 weeks ago

    Pompano Beach, United States PEAR Core Solutions Full time

    The Company: Kennesaw Juice is an established and growing juice manufacturing company based in Pompano, Florida, committed to producing high-quality, fresh, and nutritious juices. Our mission is to bring health and wellness to our community and beyond, through our delicious and vibrant juice selections. As we expand our reach, we are looking for an ambitious...

  • Administrative Manager

    5 days ago

    Newport Beach, United States Orion Risk Management, an Alera Group Company Full time

    Overview Orion Risk Management, an Alera Group Company is seeking a personable and talented Agency Administrative Manager to join their team at their Newport Beach office! Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously,...

  • Broker or Underwriter/Broker CA

    8 hours ago

    Newport Beach, United States Gallagher Full time

    About Us: At Risk Placement Services, were more than just a team – we thrive on collaboration, creativity, and tackling challenges head-on. Our culture fosters an environment where every idea counts, and every individuals contribution matters. Step into a world of excitement and innovation as we work with top-rated carriers to design robust coverage for...

  • Customer Service Representative

    5 days ago

    Newport Beach, United States Trinity Packaging Supply Company Full time

    **THE COMPANY** Trinity Packaging Supply is the first company to leverage proprietary software to connect over 300 distribution and manufacturing centers across North America to provide businesses with packaging’s largest catalog (over 80,000 custom and stock packaging supplies) — offered at low prices with next-day delivery. Since 2010, Trinity has...

  • Whse Associate

    6 days ago

    Deerfield Beach, United States Republic National Distributing Company Full time

    Republic National Distributing Company (RNDC) is a family-owned business with roots extending before Prohibition that has evolved into one of the nation's largest wine and spirits wholesalers. Our success is grounded in our core values of Family, Service, Accountability, Honesty, and Professionalism. We offer a vibrant, inclusive culture and workplace...

  • Administrative Manager

    6 days ago

    Newport Beach, United States Alera Group, Inc. Full time

    Overview: Orion Risk Management, an Alera Group Company is seeking a personable and talented Agency Administrative Manager to join their team at their Newport Beach location! Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen...

  • Administrative Manager

    1 hour ago

    Newport Beach, United States Alera Group, Inc. Full time

    Orion Risk Management, an Alera Group Company is seeking a personable and talented Agency Administrative Manager to join their team at their Newport Beach location! Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?  Join a team where each employee is empowered to listen generously,...

  • Project Controls Manager

    3 weeks ago

    Newport, United States Vector Resources, Inc Full time

    Project Controls ManagerClient: Naval Undersea Warfare Center DivisionContract: 5 years Location: Newport, Rhode IslandSecurity Clearance: Secret security clearance is required.Overview:Vector Resources (VRI) is looking for an experienced Project Controls Manager (PCM) with Department of Defense (DOD) experience to lead a project controls team with a scope...