Hybrid Mutual Funds Wholesaler - Drive Intermediary Growth

EQH; Charlotte (NC); Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Job summary

Equitable is seeking an experienced Mutual Funds Internal Wholesaler to join our team in Charlotte, NC. This hybrid role focuses on distributing the Equitable Investment Management Model Portfolios and the 1290 Funds family to professional intermediaries.

You will drive sales opportunities, support product launches, and collaborate with regional teams to grow the business. A bachelor’s degree and FINRA registrations are required along with a willingness to obtain Series 7 within 180 days.

Qualifications

• Bachelor's Degree, or equivalent professional work experience.
• 1 year of experience within capital markets, financial services, or related industry with introductory understanding of investment products, markets, and practices.
• FINRA Series 6 and 63 registrations, active upon hire.
• FINRA Series 7 registration active upon hire, or ability to obtain within 180 days of hire.
• Prior account management or sales experience.

Responsibilities

• Drive sales opportunities by initiating and following up on conversations, sharing strategic ideas, responding to product inquiries, and supporting new product launches.
• Deliver a high-quality client experience by coordinating meeting coverage, due diligence discussions, training, and sales analysis.
• Partner with sales teams to drive regional growth while strengthening relationships with intermediaries.
• Understand client needs and coordinate resources to provide responsive, solutions-focused support.
• Build strategic relationships with investment providers, professionals, and clients to uncover opportunities.
• Communicate investment perspectives related to portfolio strategy and market developments.

Skills

Client Relationship Management

Effective Presentations

Knowledge of Sales Channels

Managing Multiple Priorities

Strategic Sales Planning

Education

Bachelor's Degree or equivalent

Job description

Equitable is seeking an experienced Mutual Funds Internal Wholesaler to join our team in Charlotte, NC. This hybrid role focuses on distributing the Equitable Investment Management Model Portfolios and the 1290 Funds family to professional intermediaries.

You will drive sales opportunities, support product launches, and collaborate with regional teams to grow the business. A bachelor’s degree and FINRA registrations are required along with a willingness to obtain Series 7 within 180 days.