Regional Consultant (Internal Wholesaler), Independent Broker Dealer (IBD)
Core
Sales and support of alternative investment funds and mutual funds to Independent Broker Dealer (IBD) partners in a specific region.
Role type
Regional Consultant (Internal Wholesaler)
Builds
Open-end alternative investment funds and traditional mutual funds
Domain
Private Wealth / Alternative Investments
Deliverable
client delivery
Required skills
IBD channel experience, FINRA Series 7 and 63 or 66 licensing, territory management, pipeline management, CRM utilization, technical product knowledge
Preferred skills
CAIA, MBA, CFA, alternative investment experience
Technologies
CRM systems
Responsibilities
Partner with Regional Director to execute business plans, cultivate relationships with IBDs, manage territory and resource prioritization, provide client service on product and competitive inquiries, articulate sophisticated products, manage and track sales pipeline
Seniority
Mid-level, sales-driven IC