Alternative Investment Sales Associate (hybrid/wholesaler)

Coda Search│Staffing; New York (NY); On-site; USD 150,000 - 225,000; Full time

Job summary

A leading global alternative asset manager seeks a highly motivated Alternative Investment Sales Associate in New York. This role involves nurturing relationships with financial professionals, driving sales of mutual funds and investment products, and requires a bachelor's degree alongside industry-specific licenses. Ideal candidates will have a strong sales background and exceptional interpersonal skills.

Qualifications

• Minimum 2+ years of Financial Industry experience in a sales capacity.
• 2 years minimum as an internal sales associate in financial services.
• FINRA Series 7 and Series 63 or 66 required within 30 days of hire.

Responsibilities

• Build relationships with financial advisors through proactive interactions.
• Manage daily territory tasks for business efficacy.
• Promote the firm's proprietary mutual funds through distribution channels.

Skills

Interpersonal skills

Sales Skills

Technical skills

Organizational skills

Communication

Education

Bachelor’s degree

Job description

Alternative Investment Sales Associate (hybrid/wholesaler)

This range is provided by Coda Search│Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $225,000.00/yr

Our client is a leading global alternative asset manager, seeking a highly motivated Intermediary Internal Sales Associate who will partner with a Regional Director, responsible for providing internal sales coverage and nurturing relationships with new and existing clients for assigned regions. The primary role of the Internal Sales Consultant is to drive sales and build relationships with Financial Professionals selling clients suite of Investment products.

Ideal candidate will take a client-centric, sales driven approach to partner with Registered Investment Advisors (RIA) and Broker/Dealers (BD) to drive mutual fund and other investment sales within the specified marketplace.

Responsibilities:

• Build Relationships with Financial Advisors through high-quality, pro-active interactions.
• supporting major markets and directly managing secondary markets within their Region
• Promotes the sale of the firm's proprietary mutual funds through internal and external distribution channels
• Handle daily territory management tasks to ensure business efficacy and effective prioritization of resources.
• Utilize the CRM system to log all client activity.
• Determine which financial product(s) the Firm offers best suits the potential advisor

Qualifications:

• Bachelor’s degree, or equivalent
• Minimum of 2+ years of Financial Industry experience in a sales capacity with Mutual Funds and/or Managed Accounts/RIAs
• 2 years minimum experience as an internal sales associate in financial services industry.
• FINRA Series 7 License is required
• FINRA series 63 or 66 is required for this position and must be obtained within 30 days of hire
• Excellent interpersonal skills, including oral and written communication
• Strong technical skills
• Excellent planning and organizational skills

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking, Capital Markets, and Financial Services

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