Internal Wholesaler

Company DescriptionHRC Financial Group specializes in bringing investment products and services to the financial industry’s investment advisors, institutions and consultants. Founded in 2003, HRC represents a carefully selected group of money managers across the asset allocation spectrum. Through our wide range of contacts in the industry, HRC has a keen perspective not only on existing allocations but also on identifying emerging investment strategies. We are valued by our clients as a resource to identify asset managers within specific areas of interest. HRC Financial Group specializes in the creation and marketing of registered investment companies, SMAs, and alternative investments that seek to meet unfulfilled or under-served needs in the marketplace, and introducing them to the financial industry’s financial advisers, institutions and consultants. HRC’s marketing and sales efforts are focused on the major wire house platforms as well as the major RIA and independent broker/dealer platforms. The HRC Financial Group of companies consists of HRC Fund Associates, LLC, Member FINRA/SIPC; HRC Portfolio Solutions, LLC, and Liberty Street Advisors, Inc., a SEC Registered Investment Adviser. For more information please visit us at www.hrcfinancialgroup.com, www.libertystreetfunds.com, & www.privatesharesfund.com  Job DescriptionHRC Financial Group is seeking an Internal Wholesaler to execute several critical front office sales and marketing functions. We are seeking a candidate who currently resides or is willing to relocate to the NYC Metro area. HRC requires team members to operate both independently, with little oversight, as well as in a collaborative, team-based environment. Primary responsibilities of internal wholesalers include but are not limited to:  Develop a deep understanding of our investment strategiesProfile financial advisors and how to help them increase their businessSpeak with advisors directly and proactively establish rapport to create interest in product to schedule meetings for Regional Sales Directors for sales presentations Maintain constant and open communication with Regional Sales Directors by using sales contact database and by recording activity on all callsDeliver sales literature to effectively facilitate sales process and enhance advisor relationshipsResearching investment styles of money managers across various sales territories Maintaining necessary correspondence with prospective clients in order to move sales process towards closing Collaborating with colleagues to build sales strategies Tracking revenues and projected revenues for the sales team  QualificationsBachelor's Degree, preferably in business or financeSeries 7 & 63 (Not required for the candidate but we expect to be obtained within 6 months of employment)Strong telephone skills, focus, and presenceStrong planning and organization skillsKnowledge of financial markets and basic economic principlesCompany DescriptionFor Financial AdvisorsHRC Group specializes in providing access to differentiated mutual funds, interval funds, and separate account strategies designed to help financial advisors and wealth managers at independent RIAs, independent broker/dealers and major wirehouses meet the challenges of today’s market environment.Through our wide range of contacts in the industry, HRC has a keen perspective not only on existing allocations but also on identifying emerging investment strategies. We are valued by our financial advisors as a resource in identifying and bringing to market asset managers and strategies that fulfill un-served or underserved client portfolio needs.Third–Party Marketing for Investment ManagersFor investment managers—whether it be an existing mutual fund, closed-end interval fund, separately managed account, or proposed traditional closed-end fund offering—utilizing HRC as a partner can provide a solution to an investment advisor’s marketing needs. With a dedicated sales force, HRC has the market reach and established relationships to deliver access to the major wirehouses, independent broker-dealers, and RIA channels.Our proven track record and experience of product introductions can provide managers credibility and acceptance not only with financial advisors but also with platform gatekeepers.HRC’s marketing and sales teams consist of regional external and internal sales teams, and a dedicated national accounts team. HRC has over 15,000 financial advisors as current clientsHRC specializes in selling and servicing mutual funds, closed-end funds, private funds, and separately managed accounts (SMA) wrap and dual contract products to the major wirehouses and RIA brokerage channels. These services are provided through HRC Fund Associates, LLC, and HRC Portfolio Solutions, LLC.Mutual FundsWe have diverse and versatile experience selling different products and investment themes to a multitude of funds representing a variety of investment strategies.Proprietary Sales ForceHRC Group’s marketing and sales teams consist of dedicated national accounts personnel as well as external and internal sales teams. All external sales personnel are experienced, licensed, full-time employees of HRC Fund Associates.Extensive DistributionOur extensive relationships with platform gatekeepers have helped several of our partners obtain not only platform approval but also recommended status and platform model allocations.Deep UnderstandingWe understand the mutual fund sale, the financial advisors, and the platforms. We also have a deep knowledge of the hierarchies and structures from the platform level to the branch office. With thousands of one-on-one meetings with financial advisors each year, we are constantly in touch with the demands and needs of the financial advisor

Salary : $75,000 - $120,000