The External Wholesaler covering the designated territories is responsible for new business development and maintaining relationships within the Independent Broker-Dealer Channel and RIA’s.

Essential job functions

• Drive sales efforts focusing on Financial Advisors, within the independent planner / RIA channel.
• Develop and execute marketing and sales campaigns for firm’s distributed investment products. 
• Continue to develop firm recognition, product and brand awareness with Branch Management, Alternative Investment Specialists, and other centers of influence.
• Create and deliver effective sales presentations.
• Actively manage CRM system (Database). 
• Implement and drive the achievement of business goals related to the sales function. 
• Generate new client relationships and business opportunities, as well as maintain and enhance relationships with existing client base.
• Act as a representative for firm with existing and potential clients, business contacts, and industry associations. 
• Maintain knowledge base on all aspects of the investment industry, competitors (direct and indirect), and products available in the securities markets. 

Education and experience

• Experience working within the independent planner and RIA channels.

• Proven track record of raising assets.
• Experience with alternative investment products.
• Desire to work in an entrepreneurial environment with autonomy.
• Good judgment, integrity, and solid work ethic.
• Employs a strategic perspective in all interactions and decisions.
• Strong interpersonal skills with ability to build relationships within and outside the company.
• Excellent communication skills (effective in oral, written, and presentation formats).
• Effective prioritization skills with the proven ability to work well under pressure.
• Undergraduate Degree from a four-year accredited University.
• FINRA Series 7