External Wholesaler

Clinton Investment Management, LLC; Texas; Hybrid; USD 105.000 - 165.000; Vollzeit

Benefits dieser Stelle

Hybrid work arrangement

Travel reimbursement

Zusammenfassung

Clinton Investment Management, LLC is seeking an External Wholesaler, a full-time hybrid role based in TX covering the South West territory with flexibility for work from home. You will develop and manage relationships with wire houses, financial intermediaries, advisors, and institutions to expand distribution of tax-exempt fixed income solutions.

Day-to-day tasks include prospecting, meetings, presentations, and collaboration with internal teams to implement sales strategies and campaigns,

Qualifikationen

• Territory development and sales skills to drive asset growth.
• Finance and investments knowledge to explain tax-exempt strategies.
• Wholesale distribution experience with high-net-worth or institutional clients.
• Strong communication and presentation skills to convey investment concepts.
• Proven track record in external sales and relationship building.

Aufgaben

• Prospecting and conducting sales meetings and presentations.
• Develop channels and expand distribution of tax-exempt fixed income solutions.
• Collaborate with internal teams on business planning and campaigns.
• Maintain robust sales pipeline and provide timely market updates.

Kenntnisse

Territory development

Sales professional

Communication skills

Presentation skills

Relationship building

Ausbildung

Bachelor’s degree in Finance, Economics, or related field

Advanced designations (CFA, CIMA) are a plus

Jobbeschreibung

Company Description

Clinton Investment Management, LLC is an independent investment manager specializing in sophisticated tax-exempt fixed income solutions for high-net-worth and ultra-high-net-worth investors, as well as institutions and family offices. The firm focuses on municipal bond portfolio management and has an established long-term track record of delivering consistent, competitive returns. Client needs drive all investment decisions, and the firm emphasizes service over shareholder interests. Clients benefit from direct access to key investment decision makers and ongoing insight into market views and strategies. Clinton Investment Management is committed to continuous, candid dialogue that deepens understanding and enables highly tailored tax-exempt investment solutions.

Role Description

The External Wholesaler is a full-time, hybrid role based in TX covering the South West territory, with flexibility for work from home. This role is responsible for developing and managing relationships with wire houses, financial intermediaries, advisors, and institutional platforms to expand distribution of the firm’s tax-exempt fixed income solutions. Day-to-day responsibilities include prospecting conducting sales meetings and presentations, prospecing new channels, and providing timely product and market updates. The External Wholesaler will collaborate with internal teams on business planning, assist in the development of sales strategies and campaigns, and ensure accurate communication of investment philosophy and strategy performance. The role also involves maintaining a robust sales pipeline, tracking activity, and delivering a high level of client service and responsiveness.

Qualifications

• Business Planning and Sales skills to develop territories, set goals, and drive asset growth.
• Finance and Investments expertise to explain tax-exempt fixed income strategies and municipal bond portfolios.
• Wholesale experience in financial services distribution, preferably with high-net-worth or institutional clients.
• Strong communication and presentation skills, with the ability to translate complex investment concepts into clear messaging.
• Proven track record in external sales or wholesaling, including successful relationship building with advisors and institutions.
• Bachelor’s degree in Finance, Economics, Business, or a related field; advanced designations (e.g., CFA, CIMA) are a plus.
• FINRA licenses (such as Series 7/66/63 or equivalents) preferred
• Self-motivated, organized, and comfortable working in a hybrid environment, with travel as needed to cover the territory.