Coda Search│Staffing | Internal Wholesaler

Coda Search is partnering with a prominent asset management firm with over $100BN in assets under management and a strong focus on alternative investments. The Internal Wholesaler will play a key role in supporting two external wholesalers, managing the territory, and developing sales strategies. This role involves engaging with financial advisors and Registered Investment Advisors (RIAs), providing them with a comprehensive understanding of the firm's diverse product offerings. This position is ideal for candidates from a bank or financial institution background seeking to broaden their exposure to alternative investments.Key Responsibilities:Support external wholesalers by managing territory operations and formulating targeted sales strategies.Develop relationships with financial advisors and RIAs, providing insights into the firm's range of products.Coordinate closely with the sales team to ensure alignment on client objectives and territory goals.Conduct product presentations, client meetings, and calls to discuss offerings in-depth.Maintain up-to-date knowledge of industry trends and the firm's product lineup to effectively communicate with clients.Qualifications:Bachelor's degree in Business, Accounting, Finance, or Economics.2+ years of experience in financial services, ideally within asset management or banking.Series 7 and Series 63 licenses preferred.Strong passion for the financial markets, with a particular interest in alternatives.Excellent communication and presentation skills, with an aptitude for building client relationships.

Created: 2025-01-02