A structured credit firm is looking for a Hybrid Wholesaler to market the firm's mutual fund products to financial advisors, RIAs, Family Offices, National Accounts, and Retirement Plans. This individiual will also sell the firms products in their Private Funds and SMAs.
- Will maintain and build out a sales territory
- Sell the firm's mutual fund products to investors
- Assist in the marketing of the firm's products to investors
- Communicate with RIA's and other investment professionals via in person meetings and via phone/emaill to make them familiar with the firm's mutual fund products
- Prepare and present presentations on the firm's products to internal/external audiences.
- Work across various departments internally to promote the product and help develop new products
- 6 years of total work expereince in the investment industry
- Ideally 3 years in a wholesaling role
- Bachelor's degree
- Prior experience with fixed income products is required
- Some travel may be necessary
- Salesforce experience is a must
- Requires the Series 7 and Series 63