A leading NYC-based investment firm is seeking an Internal Wholesaler to join the team.
Responsibilities:
- Liase between the firm and investors
- Pursue outreach with potential new clients
- Liase between financial advisors and firm to communicate new sales and investment strategies, as well as market intel
- Analyze investor data to market the firm and curate new leads strategically
- Field investor, sales desk, and financial advisor needs
Skills and Qualifications
- Bachelor's degree required
- 3-8 years' experience in related work, specifically in alternative investments and sales
- Knowledge of the current market and private wealth distribution process