-
Regional External Wholesaler
1 week 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 ...
-
Regional External Wholesaler
1 day 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 ...
-
Assistant Plant Manager
4 days ago
Producers Dairy Foods Inc Fairfield, United States**Essential Functions**: · **Leadership** · - Work in a manner consistent with our Core Values and promoting and exemplifying our Purpose in all activities. · - Continue to pursue personal and professional development, including but not limited to: leadership, financial, and stra ...
-
Retail Operations Administrator
1 week ago
De Beers Jewellers Stamford, United States**Company Description** You'll make us shine** · You communicate easily and openly with your colleagues and enjoy being part of a talented and diverse team. Whether creative or analytical, you are attracted by our fascinating product: nature's hardest substance yet most tender gi ...
-
Retail Operations Administrator
1 week ago
De Beers Group of Companies Stamford, United States**Company Description · - You'll make us shine** · You communicate easily and openly with your colleagues and enjoy being part of a talented and diverse team. Whether creative or analytical, you are attracted by our fascinating product: nature's hardest substance yet most tender ...
-
Plant Manager
3 days ago
LucraLink Talent Solutions Fairfield, United States**Overview**: · **Duties**: · - 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 promoting a Safety Culture by ensuring a safe wo ...
-
Plant Manager
3 days ago
Talentco, LLC Fairfield, United StatesPlant Manager · Job Summary: · We are seeking a skilled Plant Manager to oversee our manufacturing operations. The Plant Manager will be responsible for ensuring efficient production processes, managing plant staff, and optimizing plant performance. · **Duties**: · - Approaching ...
-
Plant Manager
3 days ago
Jobgenix Fairfield, United States**Job Duties**: · - 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 promoting a Safety Culture by ensuring a safe work environme ...
-
Plant Manager
3 days ago
TalentMovers Fairfield, United States**Here is JD**: · **Position : Plant Manager** · **Location : Fairfield, CA (onsite )** · **Compensation: $161,000 - $180,000** · **Skills**: Budgeting, Team leading, Management, Safety, Inventory, Cross Department Communication, Operations · **MUST HAVE** · - Experience in promo ...
-
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 ...
-
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 ...
-
Ad, Contract Channel Implementation
3 days ago
BI Pharmaceuticals, Inc. Ridgefield, United StatesThe Associate Director, Contract Channel Implementation will be responsible for leading the development of trade and supply distribution strategy, for both wholesale, specialty distribution and hybrid designs. This role is responsible for the development and implementation of pro ...
-
Parts Counterperson
6 days ago
Queensboro Toyota Queens, United StatesQueensboro Toyota is looking for a Parts Counterperson to join our team. **Automotive parts experience is a MUST.** We are a family owned business and provide an excellent working environment, top pay and outstanding benefits. Since opening in 196, Queensboro Toyota has become a ...
-
Bookkeeper
18 hours ago
UVeye Teaneck, United StatesAt UVeye, we're on a mission to redefine vehicle safety and reliability on a global scale. Founded in 2016, we have pioneered the world's first fully automated suite of vehicle inspection systems. At the heart of this innovation lies our advanced AI-centric technology, representi ...
-
Custodian
18 hours ago
Housing Works Queens, United StatesHousing Works requires employees working in our Health Services division to be fully vaccinated against COVID-19, unless approved for a legal accommodation. If you need an accommodation for any reason, including related to this job requirement, please contact Human Resources. · H ...
-
Trading Systems Manager
1 week ago
Castleton Commodities Management Services LLC Stamford, United States/RESPONSIBILITIES: Castleton Commodities International is hiring a Trading Systems Manager for our Wholesale Energy Services business in our Stamford, CT office. This role will play a pivotal role in the business, overseeing the design, implementation, and ongoing support of trad ...
-
Citi Queens, United StatesCCR Reporting Head is key leadership role for senior management and Board reporting on Counterparty Credit Risk (CCR). CCR Reporting Head acts as a key SME for CCR data and reporting related initiatives, partnering with various groups across Risk, 1LoD, Markets and Technology · * ...
-
Accounting & Operations Analyst -GenStar
1 week 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 ...
-
Plant Manager
6 days 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 ...
-
Construction Manager
1 week ago
VALID8 Financial Stamford, United StatesFounded in 2014, Rhone is a performance lifestyle brand dedicated to championing mental fitness. Engineered for optimal style, comfort, and performance, our clothing is designed to enhance every aspect of the active individual's life. Led by brothers Nate & Ben Checketts, Rhone i ...
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 advisor's 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.
Bachelor's 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