Years of Experience:
5-10
Travel:
Often
Remote:
Optional
Role:
Sales / Distribution
Channel Focus:
RIAs, Banks, Family Offices, Broker Dealers / Wirehouses
Investment Focus:
Traditional Fixed Income
Product Structure:
SMAs
Geographic Focus:
US Central
Bonus:
Commission Based
Benefits:
Medical Insurance, 401(k)
Skills:
Other CRMs, Email Marketing, Social Media Marketing
FINRA License(s):
Ability to Obtain
The External Wholesaler role includes calling on financial advisors and selling municipal bond separately managed accounts. This individual role is dedicated to increasing the sale of our products through regular telephone presentations and meetings. Applicants should have extensive business development/wholesaling experience within the Merrill Lynch and Wells Fargo and RIA distribution channels in particular. These conversations should increase a Financial Advisor’s knowledge and awareness of our products. This individual will be responsible for making proactive calls to clients and prospects while managing an assigned territory within the US. Primary client interaction is by telephone as well as travel to client sites. The investor relations position is a fast paced challenging sales role for self-motivated and driven sales professionals.