Internal Wholesaler

3 weeks ago

Boston, United States Virtual 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 firms 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 firms 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 companys Internationals 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

  • Internal Wholesaler

    4 weeks 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....

  • Internal Wholesaler

    1 month 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....

  • Internal Wholesaler

    1 month 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....

  • Internal Wholesaler

    4 weeks 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....

  • Internal Wholesaler

    2 weeks ago

    Boston, United States Vaco Full time

    Vaco Boston has partnered with our client, a global investment management firm, that is seeking an Internal Wholesaler. This individual will provide strategic telephone sales and territory management for assigned territory.Key Responsibilities:Independently plan, prepare and initiate sales callsCreate, implement and execute territory marketing and sales...

  • Internal Wholesaler

    2 weeks ago

    Boston, United States Vaco Full time

    Vaco Boston has partnered with our client, a global investment management firm, that is seeking an Internal Wholesaler. This individual will provide strategic telephone sales and territory management for assigned territory.Key Responsibilities:Independently plan, prepare and initiate sales callsCreate, implement and execute territory marketing and sales...

  • Wholesale Manager

    1 month ago

    Boston, United States iAnthus Capital Full time

    Job DescriptionJob DescriptionAt iAnthus, we are not just in the business of cannabis; we’re in the business of empowering individuals to lead healthier, happier lives through access to premium-quality medicinal and adult-use cannabis products. We believe in the potential of cannabis to enhance wellness and redefine the future of self-care. As a...

  • Wholesale Manager

    2 weeks ago

    Boston, Massachusetts, United States iAnthus Capital Full time

    At iAnthus, we are not just in the business of cannabis; we're in the business of empowering individuals to lead healthier, happier lives through access to premium-quality medicinal and adult-use cannabis products. We believe in the potential of cannabis to enhance wellness and redefine the future of self-care. As a trailblazer in the cannabis industry,...

  • Wholesale Manager

    1 month ago

    Boston, Massachusetts, United States iAnthus Capital Full time

    At iAnthus, we are not just in the business of cannabis; we're in the business of empowering individuals to lead healthier, happier lives through access to premium-quality medicinal and adult-use cannabis products. We believe in the potential of cannabis to enhance wellness and redefine the future of self-care. As a trailblazer in the cannabis industry,...

  • Wholesale Manager

    4 weeks ago

    Boston, United States iAnthus Capital Full time

    Job DescriptionJob DescriptionAt iAnthus, we are not just in the business of cannabis; we’re in the business of empowering individuals to lead healthier, happier lives through access to premium-quality medicinal and adult-use cannabis products. We believe in the potential of cannabis to enhance wellness and redefine the future of self-care. As a...

  • Wholesale Manager

    4 weeks ago

    Boston, Massachusetts, United States iAnthus Capital Full time

    At iAnthus, we are not just in the business of cannabis; we're in the business of empowering individuals to lead healthier, happier lives through access to premium-quality medicinal and adult-use cannabis products. We believe in the potential of cannabis to enhance wellness and redefine the future of self-care. As a trailblazer in the cannabis industry,...

  • Director - Wholesale Broker Relations

    5 days ago

    Boston, United States Liberty Mutual Full time

    **Pay Philosophy** The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as...

  • Retail Internal Associate

    1 week ago

    Boston, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Senior Account Executive, International Tour

    4 days ago

    Boston, United States Marriott Full time

    Job Number 24108325 Job Category Sales & Marketing Location Sales Support East, 7750 Wisconsin Avenue, Bethesda, Maryland, United States Schedule Full-Time Located Remotely? Y Relocation? N Position Type Management JOB SUMMARY Provides account management support for domestic and international wholesale and tour operator accounts that buy locally within the...

  • Internal Sales Associate

    5 days ago

    Boston, United States The TCW Group, Inc. Full time

    **Position Summary**: - The Internal Sales Associate partners with TCW’s Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related...

  • Wholesale Non-CRE Credit Risk Modeling Lead, Vice President

    1 day ago

    Boston, Massachusetts, United States State Street Full time

    Wholesale Non-CRE Credit Risk Modeling Lead, Vice President Boston/New Jersey/StamfordWho we are looking forAn experienced, senior level professional with a strong technical and quantitative aptitude to act as Vice President and Wholesale Non-CRE Credit Risk Modeling based in Boston, New Jersey, Stamford. This role will report to the Head of Credit Risk...

  • Internal Sales Associate

    4 weeks ago

    Boston, United States The TCW Group Full time

    Position Summary The Internal Sales Associate partners with TCW's Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related topics...

  • Internal Compliance Manager

    3 weeks ago

    Boston, United States Symbotic Full time

    Who we are With its A.I.-powered robotic technology platform, Symbotic is changing the way consumer goods move through the supply chain. Intelligent software orchestrates advanced robots in a high-density, end-to-end system - reinventing warehouse automation for increased efficiency, speed and flexibility. What we need We're looking for an Internal...

  • Car Dealer Specialist

    4 weeks ago

    Boston, United States Sullivan Tire & Auto Service Full time

    **Position Title**: Car Dealer Specialist **Department**: Wholesale **Job Type**: Exempt **Reports to**: Region Manager **Function** Manages the assigned dealerships to ensure optimal performance and profitability while delivering the highest quality of service and customer satisfaction to grow business and increase sales. Works closely with management...

  • Luxembourg Fund Monitoring Associate Analyst

    2 weeks ago

    Boston, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...