Job Description

Top-Tier Investment Manager in Midtown is looking for multiple Internal Wholesalers!

Responsibilities:

• Work with Regional Director to formulate and execute territory business plan.
• Work with digital media marketing Director to formulate and execute branding campaign
• Cultivate relationships with financial representatives via phone and email contact.
• Accommodate inbound sales and marketing calls
• Initiate outbound marketing phone calls to broker dealer community to market and sell firm products; convey sales ideas; provide product information; and gather marketing data.
• Consult with investment advisors to understand needs and cross sell products as appropriate.
• Provide service to investment professionals including hypothetical reports and research as needed.
• Travel within territory (minimum of 2 times/year)

Qualifications:

• Bachelor’s Degree or equivalent work experience
• Prior sales experience
• Must have Series 7 & 63
• Prior experience with Mutual Funds is preferable
• 2 years of prior financial services experience preferred
• Team oriented, ability to effectively manage time, strong communication skills
• Ability to travel periodically
• Ability to work extended hours if necessary

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