Accessibility Links

Internal Wholesaler

  • Job type: Permanent
  • Location: Santa Fe
  • Salary: Competitive
  • Job reference: CLWS6871
  • Sector: Asset Management, Buy Side, Wealth Management, Selby Jennings
  • Date posted: 06/12/2017
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)
Similar jobs
Urgent ;Responsible Officer for type 7 over 100K plus attractive bonus
  • Job type: Permanent
  • Location: Hong Kong Island
  • Salary: Competitive
  • Description Brokerage – First Vice President (Type 7 Responsible Officer) Responsibilities Monitor the automated trading and order routing
Compliance officer
  • Job type: Permanent
  • Location: Zürich
  • Salary: Competitive
  • Description Compliance Officer – Senior Position Job Description – A Great opportunity in a compliance role working amongst a dynamic environment in a strong
Actuarial Analyst
  • Job type: Permanent
  • Location: Nashville
  • Salary: Competitive
  • Description An innovative firm which challenges the status quo by hiring top tiered professionals in healthcare which lead the industry is looking to add an actuarial...
AVP Fixed Income Auditor
  • Job type: Permanent
  • Location: New York
  • Salary: Competitive
  • Description A leading financial institution with over $3T AUM is looking to add an Associate Vice President Auditor with fixed income experience to their rapidly growing...
Associate, Compliance Testing and Monitoring; Global Bank; New York, NY
  • Job type: Permanent
  • Location: New York
  • Salary: $90000 - $105000 per annum
  • Description My client is a global bank that is seeking a qualified individual to join their Monitoring and Testing team and function in an analytical role....