A Boston-based global investment management firm with over $150 billion in AUM is looking to bring on an Internal Wholesaler to cover RIAs, IBDs, regional banks, and OCIOs. This highly respected player in the investment management space has a dynamic, collaborative culture that values high achievement and work-life balance.
Key Responsibilities:
- Generate revenue and product sales through calling on prospective and preexisting investors at regional RIAs, IBDs, regional banks, and OCIOs
- Provide a competitive edge to the firm's sales pipeline by leveraging relevant market insight and investment ideas
- Assist in production of marketing materials, execution of investment logistics (regarding fees and agreements), and serve as a representative of the values of the broader Team
- Maintain and establish new relationships across the Northeast territory
Key Qualifications:
- FINRA Series 6 and 63
- 3-6 years of prior sales support or internal wholesaling experience
