CION Investments | Internal Wholesaler, Assistant Vice ...

Company OverviewCION Investments is a leading manager of alternative investment solutions designed to redefine the way individual investors can build their portfolios and help meet their long-term investments goals. With more than 30 years of experience in the alternative asset management industry, we were early believers that alternatives should be for everyone. Our success in building innovative, accessible products and a robust distribution network is a testament to our commitment to the space. We partner with some of the most elite asset managers across the entire alternative universe. Those partners include Apollo Global Management, Ares Management, and Man Group with a collective AUM of almost $1 trillion dollars.Position OverviewThe Internal wholesaler is a sales professional who performs as part of a team, including working with external sales professionals and other internal sales partners. It is the internal wholesaler's responsibility to provide sales support to existing clients and drive sales by maintaining and strengthening relationships with clients. This position is a fulltime onsite opportunity in our New York City Office.ResponsibilitiesProvide sales support and service, by initiating outbound phone calls to existing broker dealers - providing market updates and cross selling firm products and servicesFollow up with clients after wholesaler visits to provide additional information, collect feedback on the meeting and inquire about additional product needsCoordinate planning of meetings, seminars, and conference calls involving clients, DPC reps, and affiliate PMs, as well as others within the organizationAssist financial advisors in growing their business by providing hypothetical analysis, updating them on current marketing materials and informing them of upcoming eventsMaintain meaningful competitive intelligence by attending meetings and trainings, engaging, and forming partnerships with other internal departments and product teams, and staying abreast of news and media updatesSkills & Experience RequiredBachelor's degree or equivalent work experienceProven experience in the financial services industryMinimum 1 year of experience in financial sales or wholesalingExcellent social skills and ability to influence othersProven ability to easily build and maintain relationshipsAbility and desire to learnExcellent time management and organization skills, with the ability to prioritize for most effective resultsInterest in Financial ServicesStrong presentation skillsSeries 7 & 63 (or equivalent) required. Previously held series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hiredWhy Work for USWe provide a competitive employee benefits and compensation package that encompasses base compensation, commissions, and bonus potential, retirement health, and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind to help you live your best life, grow personally and professionally - and feel valued for the work you do.Provide full financial support to pursue professional designation credentials including CIMA, CFA, CAIA and CFP designationsBrand new office in a collaborative, close knit environment with direct access to upper management

Created: 2025-01-14