Internal Wholesaler @ Asset Management Firm Job at Coda Search│Staffing, Westchester County, NY

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  • Coda Search│Staffing
  • Westchester County, NY

Job Description

Coda Search is partnering with a prestigious asset management firm with offices located in Westchester County. This is a growing firm that operates across multiple asset classes and is a market leader within its sector. The team is looking to hire an Internal Wholesaler who will be responsible for supporting an external wholesaler - overseeing the territory, formulating sales strategies, working with wire houses and financial advisors to provide a comprehensive understanding of all of the firm's product offerings.

This is a fantastic position for someone who is currently working at a bank or financial institution who is looking to get more exposure on the asset management side.

Qualifications:

  • Bachelor's degree in Business, Accounting, Finance, or Economics
  • 3+ years as an Internal Wholesaler
  • Prior experience in alternatives would be a huge plus
  • Ideally Series 7 and Series 63 licensed
  • Passion for the financial markets
  • Excellent communication and presentation skills

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