External Wholesaler
1 month ago
Long Short Advisors is seeking a seasoned External Wholesaler to join our team of investment professionals. The External will utilize their knowledge and skillset to market and distribute LSAs mutual fund products to the financial advisor and registered investment advisor industry. This individual will work out of the firm's Philadelphia office.
Primary Responsibilities
Create new and manage existing relationships with RIAs, family offices, trust companies, research departments, and regional wire houses
Initiate phone calls, cultivate new leads, set up meetings, and lead sales meetings
Present products knowledgably and effectively so potential investors can clearly identify the benefits
Attend industry events associated with the liquid alternatives space
Provide technical information about the products, which includes a strong knowledge of the competitive landscape
Assist with developing and implementing business plans as well as sales and marketing material as needed
Manage travel and entertainment account within allotted budget
Use CRM to effectively track sales goals
Benefits
Competitive Base Salary + Commissions + Healthcare & Benefits
Desired Skills and Experience
Bachelors Degree (at minimum)
At least five years of internal/external wholesale experience
Excellent communication skills-both verbal and written
Proven track record of consistently meeting and/or exceeding performance goals
Willingness to travel (50%+)
CRM experience
Advanced Excel and PowerPoint
CFA Preferred
Long Short Advisors is committed to a diverse and inclusive workplace. Long Short Advisors is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.
-
External Wholesaler
2 months ago
Philadelphia, United States Long Short Advisors Full timeLong Short Advisors is seeking a seasoned External Wholesaler to join our team of investment professionals. The External will utilize their knowledge and skillset to market and distribute LSA’s mutual fund products to the financial advisor and registered investment advisor industry. This individual will work out of the firm's Philadelphia office. Primary...
-
External Wholesaler
4 weeks ago
Philadelphia, United States Long Short Advisors Full timeLong Short Advisors is seeking a seasoned External Wholesaler to join our team of investment professionals. The External will utilize their knowledge and skillset to market and distribute LSA’s mutual fund products to the financial advisor and registered investment advisor industry. This individual will work out of the firm's Philadelphia office. Primary...
-
External Wholesaler
2 months ago
Philadelphia, United States Long Short Advisors Full timeLong Short Advisors is seeking a seasoned External Wholesaler to join our team of investment professionals. The External will utilize their knowledge and skillset to market and distribute LSA’s mutual fund products to the financial advisor and registered investment advisor industry. This individual will work out of the firm's Philadelphia office. Primary...
-
External Wholesaler
1 week ago
Philadelphia, United States Long Short Advisors Full timeLong Short Advisors is seeking a seasoned External Wholesaler to join our team of investment professionals. The External will utilize their knowledge and skillset to market and distribute LSA’s mutual fund products to the financial advisor and registered investment advisor industry. This individual will work out of the firm's Philadelphia office. Primary...
-
NAD/Sr. NAD, Trade, Wholesale
4 weeks ago
Philadelphia, United States Boehringer Ingelheim Full time**Description** The National Account Director, Trade, Wholesale, & Specialty Distribution leads, develops and executes business to business (B2B) fee for service agreements, supply chain and distribution access strategies within a diverse customer channel mix including full-line wholesale, LTC GPOs, drug chains, food/drug, mass merchant, specialty pharmacy,...
-
Dispatch Operations Coordinator
2 weeks ago
Philadelphia, United States La Colombe Holdings Inc Full timeAt La Colombe we believe that being a good coffee partner means more than just offering a great cup of coffee. The Wholesale team supports the country's most talented chefs, restaurateurs, cafes, offices, and hotels to ensure they execute consistent, high-quality coffee programs. The Dispatch Operations Specialist will act as the hub for vital communication...
-
Internal Sales Desk Manager- Philadelphia, PA
3 weeks ago
Philadelphia, United States BondBloxx Full timeAbout BondBloxx Investment Management CorporationBondBloxx Investment Management Corp. is the first ETF issuer focused solely on addressing the needs of fixed-income investors. We believe in ETFs' unique power and potential to transform markets and improve investment performance by delivering greater transparency, lower costs, and increased liquidity to...
-
Internal Sales Desk Manager- Philadelphia, PA
3 weeks ago
Philadelphia, United States BondBloxx Full timeAbout BondBloxx Investment Management CorporationBondBloxx Investment Management Corp. is the first ETF issuer focused solely on addressing the needs of fixed-income investors. We believe in ETFs' unique power and potential to transform markets and improve investment performance by delivering greater transparency, lower costs, and increased liquidity to...
-
Internal Sales Desk Manager- Philadelphia, PA
2 weeks ago
Philadelphia, United States BondBloxx Full timeAbout BondBloxx Investment Management CorporationBondBloxx Investment Management Corp. is the first ETF issuer focused solely on addressing the needs of fixed-income investors. We believe in ETFs' unique power and potential to transform markets and improve investment performance by delivering greater transparency, lower costs, and increased liquidity to...
-
Philadelphia, United States BondBloxx Full timeAbout BondBloxx Investment Management CorporationBondBloxx Investment Management Corp. is the first ETF issuer focused solely on addressing the needs of fixed-income investors. We believe in ETFs' unique power and potential to transform markets and improve investment performance by delivering greater transparency, lower costs, and increased liquidity to...
-
Regional Account Executive
1 week ago
Philadelphia, Pennsylvania, United States Glossier Full timeOverviewGlossier is a digital-first beauty company on a mission to inspire everyone to find joy and confidence in their personal beauty style. We create physical, digital, and offline experiences inspired by our community that foster connection, inspire a sense of belonging, and invite people to participate in Glossier. We are inclusive, customer-devoted,...
-
Philadelphia, United States Julius Silvert Full timeJulius Silvert (Est. 1915) is a Wholesale Specialty Food Distributor seeking a highly motivated Food and Beverage Sales Representative. For over 100 years, our third-generation, family-owned business has proudly served customers along the East Coast with the finest ingredients available. We are searching for the right “foodie” to be responsible for...
-
Edi Analyst
6 days ago
Philadelphia, United States Customized Energy Solutions Full time**Company Description** Customized Energy Solutions (CES), a privately-held company, is a leading service provider of market intelligence and operational support services to companies participating in the retail and wholesale electric and natural gas markets. Utilizing deep know-how developed since the inception of the deregulated energy markets, CES...
-
Fraud Manager I
2 weeks ago
Philadelphia, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** Join our dynamic organization where you will play a crucial role to help detect and prevent fraud in our Healthcare Payments team. As a Fraud Manager within InstaMed you will be primarily responsible for helping prevent fraud and deliver best-in-class client experience to keep the firm and our clients safe. You will be tracking payment...
-
Director, Order, Returns and Customer Engagement
6 hours ago
Philadelphia, United States GSK Full time**Site Name**: USA - Pennsylvania - Philadelphia **Posted Date**: Jun 14 2024 **Details**: The Director of: Order, Returns and Customer Engagement is a second line leader role that has responsibility for an organization of 12 team members consisting of 5 direct reports: 2 Quality Assurance Analysts, 2 first line leaders managing day to day processes related...
-
Director of Partnerships
2 months ago
Philadelphia, United States Saxbys Full time**Director of Partnerships** **Reports to**: Founder/CEO **Job Purpose**: As a mission-driven, Certified B Corp committed to _Make Life Better_, we are focused on becoming the standard for experiential learning. This role will manage, develop and advance Saxbys' strategic growth plans through the expansion of our innovative Experiential Learning Platform...
-
Fraud Manager I
2 weeks ago
Philadelphia, United States JPMorgan Chase Full timeJoin our dynamic organization where you will play a crucial role to help detect and prevent fraud in our Healthcare Payments team. As a Fraud Manager within InstaMed you will be primarily responsible for helping prevent fraud and deliver best-in-class client experience to keep the firm and our clients safe. You will be tracking payment security and customer...
-
Fraud Manager I
1 week ago
Philadelphia, United States JPMorgan Chase Full timeJoin our dynamic organization where you will play a crucial role to help detect and prevent fraud in our Healthcare Payments team. As a Fraud Manager within InstaMed you will be primarily responsible for helping prevent fraud and deliver best-in-class client experience to keep the firm and our clients safe. You will be tracking payment security and customer...
-
Tenant Services Coordinator
2 days ago
Philadelphia, United States Netrality Data Centers Full time**Who We Are** Netrality Data Centers is a growing private-equity backed owner-operator of strategic interconnection properties. With eighteen premier data centers located in six metropolitan markets, Netrality continues to acquire strategic network interconnection data centers and develop Meet Me Rooms and wholesale data center space within those...
-
Generation Control Room Operator
3 weeks ago
Philadelphia, United States Customized Energy Solutions Full timeJob DescriptionJob DescriptionCompany DescriptionEstablished in 1998, Customized Energy Solutions is an energy advisory, software and services company that works closely with clients to navigate the wholesale and retail electricity markets across the United States and globally. We offer software solutions, back office operational support, and advisory and...