Private Wealth Management Sales-Established accounts recruitment
The Private Wealth Management (PWM) Internal Sales team will work with the PWM internal and external sales team to develop Financial Advisor relationships and increase sales in products at major brokerage firms. The candidate will be assigned a territory and will be responsible for articulating capabilities to high net worth advisors. Candidates will be responsible for making proactive phone calls to Financial Advisors to provide them with fund information, marketing, investment updates and investment commentary as well as field inbound sales calls to provide fund information such as manager Read more […]