Senior Internal Wholesaler
📋 Role Overview & Responsibilities
Opportunity: Senior Internal Wholesaler, Alternative InvestmentsCompany: Global Asset Manager.Location: NYC Headquarters Office.
NOTEABLE: Role requires a minimum of 2 years of experience as an Internal Wholesaler.
Overview:The Senior Internal Wholesaler, in partnership with an External Wholesaler, will be responsible for sales and service of our Financial Intermediary partners in their assigned region.The products are Alternative Investments.Responsible for supporting major markets within their Region with a client-focused, sales driven approach.Build Relationships with regional firms through high-quality, pro-active interactions.Ability to articulate the firms Wealth Solutions & sophisticated products.Utilize the CRM system to log all client activity.
Requirements:Bachelor’s degree, ideally in Economics or Finance.2+ years minimum experience as an Internal Wholesaler.Ideal candidate has Alternative Investments experience.Series 7 and 63 Licensed - required.CAIA, MBA, CFA a plus.Extremely well spoken, high energy, multi-tasking person who is driven to excel in sales is required.
For immediate consideration, contact me today: fmarzi@thegoodkindgroup.com
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Benefits include Health Insurance, Dental, 401k, Vision, Flex spending account and more.
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