What are the responsibilities and job description for the Internal Wholesaler position at Coda Search│Staffing?
Coda Search is partnering with a prestigious asset management firm with offices located in Midtown, NY. This is a growing firm that has just over $100BN AUM and a significant focus in the alternatives space. The team is looking to hire an Internal Wholesaler who will be responsible for supporting two external wholesalers - overseeing the territory, formulating sales strategies, working with financial advisors and RIAs to provide a comprehensive understanding of all of the firms 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 to alternatives.
Qualifications:
- Bachelor's degree in Business, Accounting, Finance, or Economics
- 3 yrs of experience
- Ideally Series 7 and Series 63 licensed
- Passion for the financial markets
- Excellent communication and presentation skills
Salary : $80,000 - $90,000
