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Regional Consultant/Internal Wholesaler

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Job Identification Number: 772

Location: New York

Job Type: Direct Hire

Job Category: Marketing

Qualified candidates, please attach resume when applying.

Overview:

The Regional Consultant, in partnership with a Regional Director, will be responsible for sales, support, and service of our Financial Intermediary partners in their assigned region. The investment vehicles include open/closed-end private funds, non-traded REIT, Interval Funds, BDCs, and Mutual Funds.  The position is channelized calling on Wires, RIAs, and Independent Broker Dealers (IBDs). 

Responsibilities:

  • Build Relationships with Financial Advisors through high-quality, pro-active interactions.

  • Ability to articulate sophisticated products.

  • Handle daily territory management tasks to ensure business efficacy and effective prioritization of resources.

  • Utilize the CRM system to log all client activity.

  • Exceptional verbal and written communication skills.

  • Passion for Capital markets and Alternative Investments.

  • Strong work ethic, high integrity, and values.

  • Motivated to achieve success and grow with the firm.

Qualifications & Requirements:

  • Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field.

  • 5 years minimum experience as an internal sales associate in financial services industry.

  • Series 7 and 63 Licensed.

  • CAIA, MBA, CFA a plus.

Salary: $100-$120K base + annual bonus