Regional External Wholesaler

3 weeks ago

Stamford, Connecticut, United States Clinton Investment Management, LLC Full time

Job Title: Regional External Wholesaler


About the Role:


Clinton Investment Management, LLC is seeking a highly motivated and experienced Regional External Wholesaler to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with financial advisors and institutions to promote our municipal bond investment solutions.


Key Responsibilities:


  • Conduct proactive telephone and in-person sales presentations to top-tier advisors to highlight our firm's products and value proposition.
  • Partner with our CEO, fellow sales professionals, and support team to drive asset growth and build relationships with advisors through the execution of a defined territory plan and sales process.
  • Effectively profile advisors to understand their practice, clients, and investment process to identify needs and position investment solutions and services to meet those needs.
  • Provide portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their business.
  • Execute consistent follow-up with advisors to advance the sales process and deepen advisor relationships.
  • Demonstrate organized, efficient, and effective territory management and phone skills on a consistent basis.


Requirements:


  • Financial services industry and sales experience preferred.
  • Established relationships with independent RIA and bulge bracket financial services distribution channels in the Mid-West and South East preferred.
  • Bachelor's degree and strong academic background required.
  • Excellent verbal communication and presentation skills required.
  • Demonstrated knowledge of fixed income/municipal bonds preferred.
  • Strong organization and time management skills required.
  • Strong interest in sales and the financial markets required.
  • Series 65/66 registration preferred.


What We Offer:


Clinton Investment Management, LLC offers a dynamic and challenging work environment with opportunities for professional growth and development. If you are a motivated and experienced sales professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

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