A growing investment firm, with excellent returns, that focuses on quant strategies is looking to add an external wholesaler to their team. This is a very unique opportunity to be apart of growing the highly regarded platform.
This person will proactively reach out and sell to retail investors (RIAs/Financial Advisors) across territories.
They are looking for someone who has experience in an internal or external capacity who is ready to come in and hit the ground running!
- Sell products to retail investors in specified territory
- Develop and implement sales plan
- Update and maintain Salesforce CRM with accurate and timely customer information
- Ability to deliver dynamic and impactful presentations to diverse sets of audiences
- Track record of success- measured in sales- showcasing the ability to effectively manage and consistently grow a territory