Internal Wholesaler

Company OverviewConstitution Capital Partners, with offices in Boston and New York, is a leading alternative asset manager focused on private equity and private credit. The firm is a disciplined, value-oriented investor with a demonstrated track record of consistently generating top quartile returns. Constitution Capital Partners is led by an experienced, cohesive team of investment professionals with significant experience investing in partnerships, direct equity, and opportunistic credit investments.Position SummaryConstitution Capital Partners is seeking a highly motivated and goal-oriented individual to join our team as an Internal Wholesaler. In this role, you will be responsible for providing support to our external sales team by driving sales and building strong relationships with advisors. ResponsibilitiesWork closely with external sales team members to develop and execute sales strategies within assigned territories.Conduct proactive outreach to advisors to promote our products and drive sales.Build and maintain strong relationships with existing and potential clients through regular communication and product education.Provide exceptional customer service by promptly responding to inquiries and resolving any issues or concerns raised by advisors.Collaborate with internal teams to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches.Prepare and deliver persuasive sales presentations, webinars, and training sessions to educate advisors on our products and investment strategies.Track and analyze sales data to identify trends, strengths, and areas for improvement, and provide regular reports to management.QualificationsBachelor's degree in Finance, Business, or related field (preferred)Series 7 requiredSeries 66 preferred, or must obtain within 60 days of employment (employer sponsored)Proven experience in sales, preferably within the financial services industryStrong knowledge of financial products

Created: 2024-11-09