External Mutual Fund Wholesaler

Open to relocation

The primary purpose of this position is to work effectively with our high potential intermediary clients so as to acquire and retain assets.  The individual will assist a select group of financial professionals to leverage their time in creating a more scaleable business, and help their clients achieve investment objectives with greater certainty.  The External Wholesaler works to build and maximize our market share by providing a high quality, value-added sales and service experience with distribution partners targeted as prospective prominent producers within an assigned territory.  This position will work in close partnership with the Sales Team ultimately creating a unified and highly targeted approach to provide consistent, elite client experience. 

The responsibilities of the individual in this position include:

• Partner/producer life cycle and relationship management; producer prospecting and Fund distribution development through a highly target outbound sales effort
• Individual Investor Mutual Fund product line wholesaling activities
• Schedule and present at branch and client meetings along with one-on-one meetings and reviews with financial professionals; partner education and training
• Investment proposal generation
• New partner indoctrination and ramp-up activities
• Consultative business and practice development activities
• Assist  clients in building a successful business

• 5 - 10 years client service experience in an investment management or related business
• Bachelor's degree in finance, business or related field required; MBA or MS degree preferred;
• NASD Series 7 and 66 licenses required
• CIMA, CFA or CFP strongly desired
• In-depth understanding of the industry, financial concepts, product knowledge, investment management, and client-service strategies


 

Open to relocation


 

PrincetonOne is an equal employment opportunity employer.