Internal Wholesaler

3 weeks ago

Denver, United States Selby Jennings Full time

A leading Private Equity firm based in Denver, Colorado is currently seeking a dynamic and motivated Internal Wholesaler to join their team and contribute to their ongoing success.

Internal Wholesaler Overview:

The Internal Wholesaler will play a crucial role in supporting the sales and distribution efforts. This position is ideal for an individual with a strong financial background, excellent communication skills, and a passion for private equity. As an Internal Wholesaler, you will work closely with the external sales team, providing them with the necessary tools, resources, and support to drive sales and build relationships with financial advisors, institutional investors, and other key stakeholders.

Internal Wholesaler Key Responsibilities:

  • Collaborate with the external sales team to develop and implement effective sales strategies and campaigns.
  • Provide comprehensive support to external wholesalers, including preparing presentations, sales materials, and client proposals.
  • Conduct research and analysis to identify potential investors and market opportunities.
  • Manage and maintain CRM systems to track sales activities, client interactions, and progress towards sales goals.
  • Respond to inquiries from financial advisors, institutional investors, and other stakeholders, providing timely and accurate information.
  • Assist in organizing and coordinating marketing events, webinars, and roadshows.
  • Develop and maintain strong relationships with internal and external stakeholders.
  • Stay updated on industry trends, market conditions, and competitor activities to provide insights and recommendations to the sales team.

Internal Wholesaler Qualifications:

  • Bachelor's degree in finance, business, economics, or a related field.
  • 2-6 years of experience in financial services, preferably in a sales support or internal wholesaling role.
  • Strong understanding of private equity, alternative investments, and financial markets.
  • Excellent communication, interpersonal, and presentation skills.
  • Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM systems.
  • Highly organized with the ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Self-motivated and goal-oriented with a strong desire to succeed.
  • FINRA Series 7 and 63 licenses preferred.

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