Our client, a leading Alternative Asset Manager with over $500 billion AUM, is looking to add an Internal Wholesaler to their growing team. This person will be responsible for sales, support, and service of major markets within an assigned region, build relationships with key Financial Advisors, and be a product expert.

Responsibilities:

• Build relationships with Financial Advisors.
• Ability to articulate products.
• Handle daily territory management tasks.
• Utilize the CRM system to log all client activity.
• Exceptional verbal and written communication skills.
• Strong work ethic, high integrity, and values.

Requirements:

• Bachelor’s degree
• 3 years minimum experience as an internal sales associate in financial services industry
• Series 7 and 63 Licensed