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
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