Internal Wholesaler-CIO
Leap BrandsManhattan, NY, USjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionProvide sales support and service by initiating outbound phone calls to existing broker dealers – providing market updates and cross-selling firm products and services Follow up with clients after wholesaler visits to provide additional information, collect feedback on the meeting, and inquire about additional product needs Coordinate planning of meetings, seminars, and conference calls involving clients, DPC reps, affiliate PMs, and others within the organization Assist financial advisors in growing their business by providing hypothetical analysis, updating them on current marketing materials, and informing them of upcoming events Maintain meaningful competitive intelligence by attending meetings and training, engaging with other internal departments and product teams, and staying current on news and industry media Qualifications : Bachelor’s degree or equivalent work experience Proven experience in the financial services industry Minimum 1 year of experience in financial sales or wholesaling Excellent social skills and ability to influence others Proven ability to easily build and maintain relationships Strong desire to learn and develop professionally Excellent time management and organizational skills, with the ability to prioritize effectively Interest in financial services and markets Strong presentation and communication skills SIE, Series 7 & 63 (or equivalent) required. We are a leading manager of alternative investment solutions designed for the modern advisor and their clients. Through partnerships with top-tier institutional managers like Ares Management and GCM Grosvenor, we deliver private credit and private market access in investor-friendly structures such as interval funds. Our distribution team sits at the center of this mission, helping advisors integrate institutional-caliber strategies into portfolios. Powered by JazzHR
Internal Wholesaler Role Overview :
- The Internal Wholesaler is a sales professional who performs as part of a team, including working with external sales professionals and other internal sales partners.
- It is the Internal Wholesaler's responsibility to provide sales support to existing clients and drive sales by maintaining and strengthening relationships with clients.
- This position is a full-time onsite opportunity in our New York City Office.
- As part of the growing distribution team, you will be responsible for representing our platform of institutional alternative investment strategies, including our flagship Ares Diversified Credit Fund (CADC) and the Grosvenor Infrastructure Fund (CGIF), a private markets infrastructure strategy developed in partnership with GCM Grosvenor, one of the world’s leading alternative asset managers.
Key Responsibilities :
Previously held but inactive licenses will be considered, provided all required exams are passed within three months of hire About Us :
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Internal • Manhattan, NY, US
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