A 6B Hedge Fund is seeking an Internal Wholesaler with experience selling alternative products to the major wire houses, specifically Merrill Lynch and Morgan Stanley.
Responsibilities:
- Help manage client relationships - questions, requests, and deliverables
- Partner with external wholesaler to develop a sales plan for assigned territory
- Market to new and existing clients
- Conduct research to generate new business leads
- Complete ad hoc tasks
- Help with scheduling zooms, in person meetings, and other travel arrangements
Qualifications:
- Must have experience selling alternative products to the major wire houses
- Series 7 and 63 required
- Experience with Sale Force and/or CRM software
