Hybrid Wholesaler
Hybrid Wholesaler
About the Role:
We are seeking a highly motivated and experienced wholesaler to join a lean firm with high visibility and impact. This role requires an individual with experience in fixed income, equity, or real estate products. The ideal candidate will have 3+ years of experience as an internal or hybrid wholesaler position and eager to take on an external role within a dynamic and results-driven team. This position will be hybrid/in-person based in the firm's NYC office.
Position: Wholesaler
Market Focus: Wirehouses and RIAs
Products: Fixed Income, Equity, and Real Estate
Key Responsibilities:
- Take the lead in promoting and selling a broad range of fixed income, equity, and real estate products to Wirehouses and RIAs.
- Work closely with internal teams to develop and execute strategic sales plans aimed at expanding the firm's presence and market share throughout the US.
- Maintain and cultivate strong relationships with financial advisors and key accounts, ensuring their needs are met and addressing any concerns or questions.
- Provide product training, presentations, and ongoing support to clients in the Wirehouse and RIA channels.
- Collaborate with a lean, agile team to ensure seamless communication, efficient distribution, and quick response times.
Qualifications:
- Minimum of 3+ years of experience as an internal wholesaler with a proven ability to transition into an external wholesaling role.
- Experience in promoting and selling fixed income, equity, and real estate investment products.
- Strong understanding of the Wirehouse and RIA distribution channels and a proven track record of success within these markets.
- Excellent communication and interpersonal skills with the ability to build strong relationships with advisors and clients.
- Comfortable working in a fast-paced, collaborative environment with a small but highly efficient team.
- Strong organizational skills and attention to detail.
FAQs
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