Regional Wholesale Sales Associate

Alger Management, Ltd.; New York (NY); On-site; USD 80,000 - 85,000; Full time

Job summary

Alger Management, Ltd. in New York seeks a Regional Associate to support and sell our mutual funds, ETFs, and wrap products over the phone to third-party distributors.

The RA will participate in firm campaigns, maintain relationships, qualify new leads for external wholesalers, and provide performance data to solicit business. The role requires 2–5 years in client support or internal sales, FINRA Series 7 and 63 registrations, and strong communication skills.

Qualifications

• Undergraduate degree in finance, economics, engineering, mathematics, science, or a related field.
• GPA of 3.0 or higher on a 4.0 scale.
• 2–5 years experience in a client support or internal sales role.
• 2–5 years experience in the mutual fund/financial services industry.
• FINRA Series 7 and 63 registrations as per Alger licensing policy.
• Excellent verbal and written communication skills.
• Experience with sales calls is essential.
• Must meet outbound call targets (8–10 quality contacts per day).

Responsibilities

• Supports and sells mutual funds, ETFs, and wrap products over the phone to third-party distributors.
• Participates in ongoing campaigns and firm initiatives and maintains relationships with clients.
• Qualifies new leads for External Wholesalers and provides performance data to solicit business.
• Develops sales tools/collateral and delivers product training to internal and external audiences.
• Initiates and maintains sales and service relationships with broker consultants.
• Prepares weekly action plans and reviews daily call plans.
• Travels to the territory up to 2 times per year and attends conferences when appropriate.

Skills

Excellent verbal and written comms

Excellent follow-up skills

Outbound calling

CRM / Salesforce

Sales calls experience

Proficiency in Microsoft Office

Mutual fund knowledge

Education

Undergraduate degree in finance, economics, engineering, mathematics, science, or related field

GPA 3.0+ (4.0 scale)

Tools

Salesforce.com

Microsoft Office

Job description

Alger Management, Ltd. in New York seeks a Regional Associate to support and sell our mutual funds, ETFs, and wrap products over the phone to third-party distributors.

The RA will participate in firm campaigns, maintain relationships, qualify new leads for external wholesalers, and provide performance data to solicit business. The role requires 2–5 years in client support or internal sales, FINRA Series 7 and 63 registrations, and strong communication skills.