Internal Wholesaler @ Asset Management Firm Job at Coda Search│Staffing, New York, NY

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  • Coda Search│Staffing
  • New York, NY

Job Description

Coda Search is partnering with a prominent asset management firm with over $100BN in assets under management and a strong focus on alternative investments. The Internal Wholesaler will play a key role in supporting two external wholesalers, managing the territory, and developing sales strategies. This role involves engaging with financial advisors and Registered Investment Advisors (RIAs), providing them with a comprehensive understanding of the firm’s diverse product offerings. This position is ideal for candidates from a bank or financial institution background seeking to broaden their exposure to alternative investments.

Key Responsibilities:

  • Support external wholesalers by managing territory operations and formulating targeted sales strategies.
  • Develop relationships with financial advisors and RIAs, providing insights into the firm’s range of products.
  • Coordinate closely with the sales team to ensure alignment on client objectives and territory goals.
  • Conduct product presentations, client meetings, and calls to discuss offerings in-depth.
  • Maintain up-to-date knowledge of industry trends and the firm’s product lineup to effectively communicate with clients.

Qualifications:

  • Bachelor’s degree in Business, Accounting, Finance, or Economics.
  • 2+ years of experience in financial services, ideally within asset management or banking.
  • Series 7 and Series 63 licenses preferred.
  • Strong passion for the financial markets, with a particular interest in alternatives.
  • Excellent communication and presentation skills, with an aptitude for building client relationships.

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