Location
Responsibilities
Our client, a Mutual Fund company with
offices in New York City, seeks a Mutual
Fund Internal Wholesaler to join their
Internal Sales Desk.
The ideal candidate must be a sales oriented
individual with prior mutual fund
wholesaling experience. Knowledge of SMA
(Separately Managed Accounts) is ideal as
well as the ability to handle new and
existing client relationships.
-
Selling
mutual funds and separately
managed account wrap products
over the phone to third party
distributors
-
Developing
initiatives with the external
wholesalers to establish
potential clients
-
Maintaining
existing client relationships.
-
Handling
excessive amounts of phone calls
per day and follow up with
clients
-
Answering
any questions about the funds
and the firm
-
Periodically participate in
client meeting and seminars
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Qualifications
-
2+ years
investment product sales
experience
-
Prior
Mutual Fund and Separately
Managed Account sales experience
-
Ability to
handle numerous phone calls
including following up with
existing clients
-
25% travel
necessary
-
Series 7 &
Series 63 a must
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