Hybrid Wholesaler

2 weeks ago

Irving, Texas, United States Resolute Investment Managers Full time $80,000 - $120,000 per year
American Beacon Partners
Hybrid Wholesaler - South Central Region
Sales

American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs.

Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners, we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution partners, we help investment managers leverage our distribution expertise to achieve greater scale. For sub-advisors to American Beacon Advisors, we assist institutional-caliber asset managers who are seeking to expand their strategies to retail markets through existing funds or new fund launches. With roots as an unaffiliated sub-advised mutual fund sponsor, the majority of our partnerships are with asset managers who invest and operate with full autonomy and independence.

American Beacon Partners' affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC; SSI Investment Management LLC; and Resolute Investment Distributors, Inc.

In December 2024, the company was named one of the "Best Places to Work in Money Management" by Pensions & Investments for the sixth consecutive year. For more information, please visit

Ideal candidate must be located in Dallas, TX

Job Description:

A hybrid wholesaler is a financial sales professional who combines the duties of both internal and external wholesalers. They cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings.

Key Responsibilities

  • Territory Management: Strategically manage an assigned territory to maximize sales and promote financial products to a specific segment of financial advisors and broker-dealers
  • Sales and Business Development: Identify and qualify new prospects, generate new business, and work to expand sales with existing clients
  • Relationship Management: Build and maintain strong, productive relationships with financial advisors and institutional clients through regular phone calls, virtual meetings, and limited in-person travel
  • Product Consultation: Serve as a subject matter expert by educating advisors on financial products and developing customized solutions for their clients
  • Cross Collaboration: Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies
  • Presentations and Meetings: Deliver compelling presentations, host virtual meetings, and attend industry conferences to increase product awareness and drive sales
  • Administrative Duties: Utilize a Customer Relationship Management (CRM) system and other sales technology to track activities, manage a pipeline, and develop a data-driven territory business plan

Requirements

  • Education: A bachelor's degree, with a focus on business, finance, or a related field
  • Experience: 5+ years of experience as an internal wholesaler or in a financial services sale's role
  • Licensing: Relevant FINRA licenses, such as Series 7 and Series 63 or 66, are preferred
  • Communication: Excellent verbal, written, and presentation skills are essential for effectively communicating with clients and internal teams
  • Relationship Building: A proven track record of building and maintaining strong relationships with financial professionals is a key requirement
  • Adaptability: The role requires strong time management and the ability to balance remote outreach with periodic in-person travel
  • Technical Aptitude: Proficiency with CRM systems and other financial technology is necessary to effectively manage the territory

Travel expectation is 50% of the time in defined territory

LI-Remote

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