What are the responsibilities and job description for the Internal Wholesaler, Assistant Vice President position at CION Investments?
Company Overview
CION Investments is a leading manager of alternative investment solutions designed to redefine the way individual investors can build their portfolios and help meet their long-term investments goals. With more than 30 years of experience in the alternative asset management industry, we were early believers that alternatives should be for everyone. Our success in building innovative, accessible products and a robust distribution network is a testament to our commitment to the space. We partner with some of the most elite asset managers across the entire alternative universe. Those partners include Apollo Global Management, Ares Management, GCM Grosvenor and Man Group with a collective AUM of almost $1 trillion dollars.
Position Overview
The Internal wholesaler is a sales professional who performs as part of a team, including working with external sales professionals and other internal sales partners. It is the internal wholesaler's responsibility to provide sales support to existing clients and drive sales by maintaining and strengthening relationships with clients. This position is a fulltime onsite opportunity in our Beverly Hills Office.
Responsibilities
- Provide sales support and service, by initiating outbound phone calls to existing broker dealers - providing market updates and cross selling firm products and services
- Follow up with clients after wholesaler visits to provide additional information, collect feedback on the meeting and inquire about additional product needs
- Coordinate planning of meetings, seminars, and conference calls involving clients, DPC reps, and affiliate PMs, as well as others within the organization
- Assist financial advisors in growing their business by providing hypothetical analysis, updating them on current marketing materials and informing them of upcoming events
- Maintain meaningful competitive intelligence by attending meetings and trainings, engaging, and forming partnerships with other internal departments and product teams, and staying abreast of news and media updates
Skills & Experience Required
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