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External Wholesaler
6 days ago
Atlas Search Stamford, United StatesOur client, a leading name in the ETF investment space, is looking for a junior external wholesaler to join it's team to target the RIA and Broker Dealer client base to build long lasting relationships and sell ETF products. There will be base compensation of 70k-85k and a perfor ...
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Regional External Wholesaler
4 weeks ago
Clinton Investment Management, LLC Stamford, United StatesClinton Investment Management is a rapidly growing investment management firm specializing in the professional management of municipal bond portfolios on behalf of high-net-worth, ultra-high-net-worth, and institutional investors. Our firm's goal is to be a top provider of munici ...
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PGIM Newark, NJ, United StatesJob Classification:Sales - SalesA GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTUREAs the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions a ...
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Warehouse specialist in order picking
1 week ago
Horizon Dynamics Fairfield, United StatesAbout us: · Freytag & Petersen GmbH & Co. KG is a subsidiary of the IGEPAgroup and is one of the leading wholesale companies for paper and printing media in Germany, with a total turnover of approximately 180 million euros. Currently, we employ around 300 employees at 3 locations ...
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Accounting & Operations Analyst -GenStar
2 weeks ago
Faraday Stamford, United StatesAccounting & Operations Analyst -GenStar · GenStar is a premier specialty and surplus lines provider,underwriting specialty property and casualty (P&C) insurance for risks withmore difficult exposures. GenStar markets through appointed wholesale brokersand managing general agent ...
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Staffing In Motion Stamford, United StatesFirm: Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and securities preferences. Fee based platform that offers global portfolio managem ...
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AVP Property Underwriter, Treaty
1 week ago
PartnerRe Stamford, United StatesPartnerRe is a leading, privately owned, multi-line global reinsurer with a reputation of financial stability and strength, and a commitment to rebuilding businesses and communities after risk events around the world. · Our mission is to continue to be a financially stable and pr ...
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Accounting & Operations Analyst -GenStar
2 weeks ago
General Re Stamford, United StatesShape Your Future with UsGenStar is a premier specialty and surplus lines provider, underwriting specialty property and casualty (P&C) insurance for risks with more difficult exposures. GenStar markets through appointed wholesale brokers and managing general agents (MGAs) in the ...
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Internal Wholesaler
3 days ago
Guardian Life Stamford, United StatesGuardian Life Internal Wholesaler - High Net Worth Specialist Stamford , Connecticut Apply Now Park Avenue Securities was founded in 1999 as a complement to Guardians traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardians brok ...
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Plant Manager
2 weeks ago
KLM Careers Fairfield, United StatesPlant Manager · Fairfield, CA · Must be a US Citizen or Green Card holder. · Approaching work with a Continuous Improvement (CI) mindset, and engaging in Company's Mission Statement to identify, value, prioritize, resource and sustain improvement opportunities. · Owning and promo ...
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Accounting & Operations Analyst -GenStar
2 weeks ago
General Re Corporation Stamford, United StatesShape Your Future with Us · GenStar Insurance Services, LLC is a premier provider of excess, surplus, and specialty property and casualty insurance written on General Star Indemnity Company (non-admitted) and General Star National Insurance Company (admitted) paper (collectively, ...
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Plant Manager
4 weeks ago
Suzanne Snell Fairfield, United StatesJob Description · Job DescriptionPlant Manager career opportunity with our Food & Beverage Manufacturing client in Fairfield, CA. · Responsibilities: · Approaching work with a Continuous Improvement (CI) mindset, and engaging in Company's Mission Statement to identify, value, pri ...
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Plant Manager
2 weeks ago
KLM Careers Fairfield, United StatesJob Description · Job DescriptionPlant Manager · Fairfield, CA · Must be a US Citizen or Green Card holder. · Approaching work with a Continuous Improvement (CI) mindset, and engaging in Company's Mission Statement to identify, value, prioritize, resource and sustain improvement ...
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AVP Property Underwriter, Treaty
1 week ago
PartnerRe Stamford, United States Full timeCompany Description · PartnerRe is a leading, privately owned, multi-line global reinsurer with a reputation of financial stability and strength, and a commitment to rebuilding businesses and communities after risk events around the world. · Our mission is to continue to be a fin ...
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AVP Property Underwriter, Treaty
15 hours ago
PartnerRe Stamford, United StatesCompany Description · PartnerRe is a leading, privately owned, multi-line global reinsurer with a reputation of financial stability and strength, and a commitment to rebuilding businesses and communities after risk events around the world. · Our mission is to continue to be a f ...
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AVP Property Underwriter, Treaty
5 days ago
PartnerRe Stamford, United StatesJob Description · Job DescriptionCompany Description · PartnerRe is a leading, privately owned, multi-line global reinsurer with a reputation of financial stability and strength, and a commitment to rebuilding businesses and communities after risk events around the world. · Our m ...
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Pharmacy Technician I
2 weeks ago
Stamford Health Stamford, United StatesJob Description · Performs a variety of technical, clerical, inventory, and delivery tasks to support the Department of Pharmacy in provision of pharmacy services with an emphasis on accuracy and patient safety. · Responsibilities · 1. Manages Pyxis inventory by performing acc ...
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Internal Wholesaler
2 weeks ago
Guardian Life Stamford, United StatesPark Avenue Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded ...
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Workers' Compensation Underwriter
1 week ago
Berkley Greenwich, United StatesCompany Details · Berkley Asset Protection was established in 2008 to deliver the industry's most complete and high-quality portfolio of specialized insurance products and services to protect fine art, jewelry and other high-value personal and commercial assets. We support the ...
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Phoenix Innovations Lake Sherwood, United StatesWe offer you a versatile training with future prospects in a family-run medium-sized wholesale company in Lake Sherwood. · In the region, we are one of the leading providers for the following topics: · Heating of the future · Modern bathrooms · Innovative building technology · A ...
Regional External Wholesaler - Stamford, United States - Clinton Investment Management, LLC
Description
Clinton Investment Management is a rapidly growing investment management firm specializing in the professional management of municipal bond portfolios on behalf of high-net-worth, ultra-high-net-worth, and institutional investors. Our firm's goal is to be a top provider of municipal bond investment solutions to our clients by offering world class portfolio management, superior value-added thought leadership, and preeminent client service for our advisors and investors.
Midwest/Southwest Regional External Wholesaler Job Description
The External Wholesaler role includes calling on financial advisors and selling municipal bond separately managed accounts. This individual role is dedicated to increasing the sale of our products through regular telephone presentations and meetings. Applicants should have extensive business development/wholesaling experience within the Morgan Stanley, Merrill Lynch, UBS, Wells Fargo and RIA distribution channels in particular. These conversations should increase the financial advisors knowledge and awareness of our products.This individual will be responsible for making proactive calls to clients and prospects while managing the assigned territory within the US. Primary client interaction is by telephone as well as travel to client sites. The investor relations position is a fast paced challenging sales role for self-motivated and driven sales professionals.
Responsibilities
Conduct proactive telephone and in-person sales presentations to top tier advisors highlighting firm products and value proposition.
Partner with CEO, fellow sales professionals, and support team to drive asset growth and build relationships with advisors through execution of a defined territory plan and sales process.
Effectively profile advisors to understand their practice, clients and investment process to identify needs and to position investment solutions and services to meet those needs.
Provide portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their business.
Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships.
Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis.
Desired Skills And Experience
Financial services industry and sales experience preferred
Established relationships with independent RIA and bulge bracket financial services distribution channels Mid-West and South East preferred.
Bachelors degree and strong academic background required
Excellent Verbal Communication And Presentation Skills Required
Demonstrated knowledge of fixed income/municipal bonds preferred
Strong Organization And Time Management Skills Required
Strong interest in sales and the financial markets required
Series 65/66 registration preferred
