Regional Consultant/Internal Wholesaler
Qualified candidates, please attach resume when applying.
Overview:
The Regional Consultant, in partnership with a Regional Director, will be responsible for sales, support, and service of our Financial Intermediary partners in their assigned region. The investment vehicles include open/closed-end private funds, non-traded REIT, Interval Funds, BDCs, and Mutual Funds. The position is channelized calling on Wires, RIAs, and Independent Broker Dealers (IBDs).
Responsibilities:
Build Relationships with Financial Advisors through high-quality, pro-active interactions.
Ability to articulate sophisticated products.
Handle daily territory management tasks to ensure business efficacy and effective prioritization of resources.
Utilize the CRM system to log all client activity.
Exceptional verbal and written communication skills.
Passion for Capital markets and Alternative Investments.
Strong work ethic, high integrity, and values.
Motivated to achieve success and grow with the firm.
Qualifications & Requirements:
Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field.
5 years minimum experience as an internal sales associate in financial services industry.
Series 7 and 63 Licensed.
CAIA, MBA, CFA a plus.
Salary: $100-$120K base + annual bonus