A global investment manager with just under $75 billion in AUM is seeking an external wholesaler to cover Central North America and work fully remotely.
Key Responsibilities:
- Generate revenue and product sales through structured calling plans, conference attendance, and regional advisor offices
- Manage Central US sales territory
- Provide coverage for all investment products and focus on wirehouses and IBDs
Key Qualifications:
- 3 years of experience in internal, hybrid, or external wholesaling
- Experience with Wirehouses and IBDs and strong product knowledge in fixed income, equities, and multi-asset
- Ideally has a preexisting network of contacts
- Bachelor's Degree, CFA is a plus
- Will be required to pass Series 63, 7, And 3, within specific time frame