Regional Sales Director -New York/Long Island
$75,000–$75,000 year
On-site · New York, United States
Job Summary
Mutual Fund/ETF Wholesaler based in the New York/Long Island area. Responsible for developing and maintaining relationships with financial advisors, promoting mutual funds/ETFs and other investment products, and executing sales strategies to drive business growth. Activities include identifying new sales opportunities, providing product insights and support, preparing financial and business planning presentations, and collaborating with internal teams to align strategies and ensure client success. Requires a Bachelor's degree in Finance/Business Administration or related field, FINRA Series 7 and 63 or 65 licenses, a proven sales track record in financial services, and strong communication, presentation, and organizational skills.
Required Qualifications
- Bachelor’s degree in Finance, Business Administration, or a related field
- FINRA Series 7 and 63 or 65 license
- Proven track record of meeting or exceeding sales targets in the financial services industry
- Knowledge of investments and wholesale practices
- Experience managing mutual funds and alternative asset classes
- Strong sales skills and ability to establish and nurture client relationships
- Excellent communication, presentation, and organizational skills
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