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.
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