Internal Wholesaler

New York, NY

Responsibilities

 

  • Preemptively prospect & position the company’s goods against competitor funds through office-based sales role, with chances to travel throughout region occasionally
  • Manage team calendar by transitioning client calls into face-to-face meetings for outside sales & coordinating follow-up processes to help close business as a team
  • Utilize Salesforce to maintain a CRM database with client documentation ensuring accurate and complete records
  • Demonstrate a deep understanding of capital markets, asset allocation/portfolio construction, and competitive landscape

 

Requirements

 

  • 2+ years of Business Development experience at a well-known asset management firm or professional services corporation
  • BA/BS degree required, preferably in Finance and/or Economics
  • Superb MS Office skills (Word, Excel, Outlook, PowerPoint, etc.)
  • Base level knowledge of capital markets and financial services industry is a must
  • Knowledge of Salesforce CRM
  • Familiarity with HTML a plus
  • Series 7 & 63 required or must be obtained no later than 90 days after hire date
  • Clean U-4

 

 

 

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 11/15/2019
Salary $55,000 - $80,000






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