Internal Wholesaler

  • Competitive base, commission and bonus USD
  • Boston, MA, USA Boston MA US
  • Permanent, Full time
  • Locke Careers
  • 12 Sep 18 2018-09-12

Our client is a global asset manager with approx. 500B in AUM. They are expanding here in the US and adding an Internal Investment Consultant (Internal Wholesaler) to their new location in Boston, MA.

The Internal Investment Consultant’s (Internal Wholesaler) primary role is to drive sales and build relationships with financial advisors within a geographic territory. He/she is responsible for making proactive outbound calls to financial advisors to share sales ideas, provide product information, and offer sales support.

The Internal Investment Consultant also works closely with an external partner to support administrative needs and assist in the development and implementation of a business plan and sales strategy.

Additional duties include responding to inbound product and sales calls, scheduling wholesaler visits, and following up with client requests in a timely manner.

Role & responsibilities  

  • Provide product information and sales support to financial advisors

  • Work closely with External Investment Consultants to set up sales meetings and offer overall support and follow up

  • Partner with External Investment Consultant to develop sales ideas and strategies

  • Promote investment products to the brokerage community

  • Manage and build financial advisor relationships

  • Proactively follow up with clients and prospective clients in a timely manner

  • Maintain and manage CRM system

  • Occasional travel with wholesaler              

  • Work closely with External Investment Consultant and members of Internal Sales.    


Experience / Qualifications and Skills (required, preferred; technical, functional skills)

  • Bachelor’s degree

  • Series 7 and 66 licensed

  • Excellent verbal and written communication skills

  • Proficient in Microsoft Office Suite

  • Must possess strong inter-personal and organizational skills

  • Must demonstrate the ability to multi-task

  • Must be able and willing to work in a team oriented environment