A global investment manager handling over $50bn in client assets is seeking a candidate to advise teams working at select Wirehouses and Independent Broker Dealers in the West Coast Region.
Responsibilities:
- Product knowledge in multi-asset, equities, and fixed income
- Identify and create new revenue and business opportunities
- Curate collateral and events for advisor client base
- Provide market/industry information, education on channel, and feedback
Requirements:
- Based in the West Coast Region
- Minimum 3 years internal/hybrid and/or external wholesaling experience
- Will be required to pass Series 63, 7, and 3
- Sales driven with strong network building abilities
Note- this position is remote and can be based anywhere on the West Coast
If you meet the qualifications, please apply now!
