Mutual Fund / SMA Internal Wholesaler

Our client, a Mutual Fund company with offices in New York City, seeks a Mutual Fund / SMA Internal Wholesaler with at least 1 + years of experience to join their  third party distribution team.  The ideal candidate will be sales oriented and must have prior Mutual Fund and SMA (Separately Managed Accounts) knowledge as well as the ability to handle existing client relationships. 

 

Opportunity for growth and quick advancement offered!!

 

Major Responsibilities:
Selling mutual funds and separately managed account wrap products over the phone to third party distributors
Developing initiatives with the external wholesalers to establish potential clients
Maintaining existing client relationships.
Handling excessive amounts of phone calls per day
Answering any questions about the funds and the firm

 

Job Requirements:
1+ years investment product sales experience
 Prior Mutual Fund and Separately Managed Account Wrap experience
Ability to handle numerous phone calls including following up with existing clients
25% travel necessary
Series 7 & Series 63 a must