Hybrid Wholesaler - Los Angeles

An Asset Manager in LA is looking to bring on a Hybrid Wholesaler focused on expanding relationships with financial advisors, RIAs, and select institutional consulting firms. This role involves representing the firm's investment strategies-including mutual funds, CITs, and separate accounts-to medium and large RIAs, independent broker-dealers, regional banks, and OCIOs. The ideal candidate is entrepreneurial, collaborative, and passionate about building meaningful client relationships. This is a hybrid role with a mix of virtual and in-person engagement, offering exposure to senior stakeholders and opportunities for growth.

Key Responsibilities

• Support efforts to raise assets across commingled fund strategies by engaging with advisor prospects and clients.
• Conduct outreach via phone, email, Zoom, and other platforms, with increasing in-person meetings over time.
• Identify new business opportunities using tools like Dakota, 13F, and ADV filings, and begin cultivating relationships.
• Share relevant market insights and product information confidently and independently.
• Collaborate with the broader team on marketing strategies, materials, and business priorities.
• Assist with platform-related tasks such as availability, fee structures, and onboarding processes.
• Coordinate with fund operations and contribute to internal initiatives that support business development.

Key Qualifications

• 4-6 years of experience in mutual fund or ETF sales.
• Strong understanding of fixed income; passion for investing is essential.
• Self-starter with excellent organizational and communication skills.
• Comfortable with rejection and persistent in pursuing new opportunities.
• Team-oriented, yet capable of driving projects independently.
• Enthusiastic about contributing to a dynamic, growth-focused environment.