Internal Wholesaler (Northeast) Job at Selby Jennings, Boston, MA

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  • Selby Jennings
  • Boston, MA

Job Description

A Boston-based global investment management firm with over $150 billion in AUM is looking to bring on an Internal Wholesaler to cover RIAs, IBDs, regional banks, and OCIOs. This highly respected player in the investment management space has a dynamic, collaborative culture that values high achievement and work-life balance.

Key Responsibilities:

  • Generate revenue and product sales through calling on prospective and preexisting investors at regional RIAs, IBDs, regional banks, and OCIOs
  • Provide a competitive edge to the firm’s sales pipeline by leveraging relevant market insight and investment ideas
  • Assist in production of marketing materials, execution of investment logistics (regarding fees and agreements), and serve as a representative of the values of the broader Team
  • Maintain and establish new relationships across the Northeast territory

Key Qualifications:

  • FINRA Series 6 and 63
  • 3-6 years of prior sales support or internal wholesaling experience]

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