Market Leader, Hybrid Wholesaler - Chicago or Miami
$99,600–$169,200 year
Hybrid · Chicago, Illinois, United States or Miami, Florida, United States
Job Summary
Market Leader, Hybrid Wholesaler position based in Chicago or Miami, partnering with NTAM and Wealth Client Group to drive distribution of NTAM solutions. Develop targeted tactical plans for investor segments, align with product/marketing to promote NTAM offerings, create content and collateral, design coverage models to support sales with NTAM clients and prospects, and build deep relationships with wealth partners to retain and grow assets. Role requires in-depth knowledge of Alternatives, Direct Indexing, Custom Fixed Income SMAs, and Active Equity SMAs; travel 50-75% to Wealth Management offices. Requires 5+ years in investment-management sales, a bachelor’s degree, and FINRA 7 & 63 licenses; MBA/CFA or investment certification preferred.
Required Qualifications
- 5+ years of sales experience in the investment management industry
- Bachelor’s degree
- FINRA licenses – 7 and 63 required
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