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Internal Wholesaler

  • Job type: Permanent
  • Location: Santa Fe
  • Salary: Competitive
  • Job reference: CLWS6828
  • Sector: Asset Management, Buy Side, Wealth Management, Selby Jennings
  • Date posted: 10/10/2017
A well-established asset manager is looking for an Internal Wholesaler to join their team as the firm is experiencing a great amount of growth.  The individual will be the key driver in reaching out to and retaining new business in the southwest territory.

This is a unique opportunity for an entrepreneurial young professional, who has 1-3 years of experience in an internal wholesaling role.

Responsibilities include:
  • Direct outreach to potential investors
  • Maintaining brand awareness within the financial landscape
  • Mutual Fund and SMA sales to advisors in the retail channels
Qualifications Include:
  • 1-3 years of experience in a relevant role
  • Proven knowledge of investment management industry
  • Bachelor’s Degree (Series 7 and 66 preferred but not mandatory)
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