Jobs
>
New York City

    Senior Internal Wholesaler - New York, United States - Social Capital Resources

    Default job background
    Description

    Top-Tier Investment Manager in Midtown is looking for multiple Internal Wholesalers

    Responsibilities:

    • Work with Regional Director to formulate and execute territory business plan.
    • Work with digital media marketing Director to formulate and execute branding campaign
    • Cultivate relationships with financial representatives via phone and email contact.
    • Accommodate inbound sales and marketing calls
    • Initiate outbound marketing phone calls to broker dealer community to market and sell firm products; convey sales ideas; provide product information; and gather marketing data.
    • Consult with investment advisors to understand needs and cross sell products as appropriate.
    • Provide service to investment professionals including hypothetical reports and research as needed.
    • Travel within territory (minimum of 2 times/year)

    Qualifications:

    • Bachelors Degree or equivalent work experience
    • Prior sales experience
    • Must have Series 7 & 63
    • Prior experience with Mutual Funds is preferable
    • 2 years of prior financial services experience preferred
    • Team oriented, ability to effectively manage time, strong communication skills
    • Ability to travel periodically
    • Ability to work extended hours if necessary


  • The Bank of New York Mellon Corporation New York, United States

    **_Bring your ideas. Make history. _** · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody a ...


  • BNY Mellon New York, United States

    Overview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...

  • Brandon Blackwood New York

    Wholesale Intern

    1 week ago


    Brandon Blackwood New York New York, United States

    Brandon Blackwood New York is looking for a Summer Intern to assist their Wholesale department. The position requires the candidate to be present on-site for 2-4 days per week, but the schedule can be flexible. Please note that this is an unpaid internship, but college credit wil ...


  • Social Capital Resources New York, United States

    Top-Tier Investment Manager in Midtown is looking for multiple Internal Wholesalers · Responsibilities: · Work with Regional Director to formulate and execute territory business plan. · Work with digital media marketing Director to formulate and execute branding campaign · Cul ...


  • G-III Apparel Group New York, United States

    GIII Apparel Group is currently seeking 2Sales Interns for our team based in New York City · Must be able to commit to be onsite/in-office full time · KEY RESPONSIBILITIES AND FUNCTIONS · Provide support to the Director of Sales for Docker's, Levi's, & Tommy Hilfiger · Will be re ...


  • G-III Apparel Group New York, United States

    GIII Apparel Group is currently seeking 2Sales Interns for our team based in New York City · Must be able to commit to be onsite/in-office full time · KEY RESPONSIBILITIES AND FUNCTIONS · Provide support to the Director of Sales for Docker's, Levi's, & Tommy Hilfiger · Will be re ...


  • BNY Mellon New York, United States Full time

    Overview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, cu ...


  • Smead Capital Management Jersey City, United States

    Associate – Sales (Internal Wholesaler) | Job Description · Smead Capital Management is accepting applications for an Associate – Sales (Internal Wholesaler). · Job Summary: · This associate will provide service to financial advisors throughout the USA working in partnership with ...


  • Smead Capital Management Jersey City, United States

    Associate – Sales (Internal Wholesaler) | Job Description · Smead Capital Management is accepting applications for an Associate – Sales (Internal Wholesaler). · Job Summary: · This associate will provide service to financial advisors throughout the USA working in partnership with ...

  • SmartTrust®

    Internal Wholesaler

    10 hours ago


    SmartTrust® Parsippany, United States

    Internal Wholesaler · If you are a highly motivated individual and looking to join a vibrant growing company, SmartTrust may be the right choice for you. · Overview · SmartTrust is one of the top Unit Investment Trust (UIT) sponsors in the country committed to delivering high- ...

  • SmartTrust®

    Internal Wholesaler

    6 days ago


    SmartTrust® Parsippany, United States

    Internal WholesalerIf you are a highly motivated individual and looking to join a vibrant growing company, SmartTrust may be the right choice for you.OverviewSmartTrust is one of the top Unit Investment Trust (UIT) sponsors in the country committed to delivering high-quality grow ...


  • ADP Florham Park, United States

    ADP is hiring an - Internal Wholesaler. At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motiv ...

  • ADP

    Internal Wholesaler

    6 days ago


    ADP Florham Park, United States

    Position DescriptionADP is hiring an Inside Sales - Internal Wholesaler. At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support ...

  • ADP

    Internal Wholesaler

    6 days ago


    ADP Florham Park, United States Not Specified

    ADP is hiring an Inside Sales - Internal Wholesaler. At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If ...


  • Smead Capital Management Jersey City, United States

    Associate – Sales (Internal Wholesaler) | Job Description · Smead Capital Management is accepting applications for an Associate – Sales (Internal Wholesaler). · Job Summary: · In partnership with regional vice presidents, and with a global remit, the associate will maintain and c ...


  • Smead Capital Management Jersey City, United States

    Associate – Sales (Internal Wholesaler) | Job Description · Smead Capital Management is accepting applications for an Associate – Sales (Internal Wholesaler). · Job Summary: · In partnership with regional vice presidents, and with a global remit, the associate will maintain and c ...


  • Smead Capital Management Jersey City, United States

    Associate Sales (Internal Wholesaler) | Job Description · Smead Capital Management is accepting applications for an Associate Sales (Internal Wholesaler). · Job Summary: · In partnership with regional vice presidents, and with a global remit, the associate will maintain and cu ...


  • New York Life Insurance Company White Plains, United States

    Location Designation: Hybrid When you join New York Life, youre joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing Internal, Wholesaler, Sales, Ag ...

  • Club Monaco

    Director, Wholesale

    4 days ago


    Club Monaco New York, United States

    Club Monaco is an international men's and women's lifestyle brand with a distinctly urban casual point of view, best defined as a play of opposites: mixing vintage with new, hard with soft and eclecticism with mínimalism. Each season, Club Monaco offers customers must have fashio ...

  • Enchante Accessories

    Import Coordinator

    2 days ago


    Enchante Accessories New York, United States

    Import Coordinator · Full-Time / Onsite · Imports · **ESSENTIAL DUTIES AND RESPONSIBILITIES** · As an Import Coordinator, you will be well versed in Import/ Export rules and regulations & will be responsible for managing the route activity of the shipments, working with truckers, ...