Regional Sales Representative/Internal Wholesaler recruitment
Principal Responsibilities: •Manage region with external partner to attain both revenue and profitability goals. •Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals. •Develop and execute sales plan strategies with members of both external internal sales teams. •Articulate fund objectives, discuss financial markets (domestic and international) and portfolio strategies. •Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts. •Develop asset allocation strategies Read more […]
Business Development Specialist – (Internal Wholesaler) recruitment
This combination of investment products allows us to serve the needs of large institutional investors, thousands of financial advisors and investment professionals, as well as our individual mutual fund shareholders.Throughout our history, our objective has remained the same – Develop and deliver investment strategies that can improve our clients’ ability to meet their long-term investment needs. This position is located in our Conshohocken, PA office. JOB SUMMARY: Provides service to financial advisors throughout the country working in a virtual territory and in partnership with Regional Read more […]
Sales Associate, Internal Wholesaler recruitment
The Sales Associate, Internal Wholesaler has the responsibility of supporting the front-end sales staff of an asset management firm.Responsibilities:Develop and maintain relationships with distributors and support the external sales effortMaking proactive sales calls to Financial Advisors and RIAs and providing excellent client serviceConducting industry research and competitive analysis in support of our sales efforts. Becoming part of a “feedback loop” which includes senior management, Portfolio Managers and External Wholesalers regarding competition, fees, market trends, etc.Accepting Read more […]
Internal Wholesaler recruitment
As a leading global asset management firm, Legg Mason offers rewarding career opportunities for individuals who share our passion for investing, and our commitment to putting clients first in everything we do. Whether you have industry experience and are seeking new challenges or are just beginning your career, we invite you to explore the many advantages of joining our global team.With a presence in every major financial center across the globe, we are always looking for exceptional professionals who want to shape a rewarding career through intellectual curiosity, leadership and collaboration. Read more […]
Internal Wholesaler recruitment
CompanyNexBank Securities, Inc. (NSI) provides wholesale mutual fund distribution, investment banking services, and engages in the private placement of securities. NSI was founded in 2006 and is headquartered in Dallas, Texas with an additional office in New York City. NSI is under common control with NexBank SSB, a Texas savings bank and Highland Capital Management, L.P., a SEC-registered investment adviser.DescriptionNSI seeks multiple Internal Wholesalers to provide internal sales coverage and foster relationships with new and existing clients. The Wholesaler will work with Registered Investment Read more […]