Regional Sales Consultant (Internal Wholesaler)
Core
Support firm sales initiatives and client servicing in partnership with an external wholesaler to promote proprietary investment services through third-party distribution channels.
Role type
Regional Sales Consultant (Internal Wholesaler)
Builds
Sales of mutual funds and separately managed account products via third-party distribution
Domain
Investment Management / Capital Markets
Deliverable
client delivery
Required skills
sales strategy development, proactive client servicing, competitive analysis, relationship building, multi-tasking, analytical skills
Preferred skills
financial industry experience, leadership experience, self-starter mindset
Technologies
N/A
Responsibilities
Develop sales and servicing strategy for assigned region, make proactive and inbound sales calls to clients, partner with external wholesaler to ensure quality activity and meet client expectations, conduct competitive analysis to identify new opportunities, travel to sales region periodically
Seniority
Entry-level to Mid-level, hands-on IC