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Internal Wholesaler
Asset Manager - Stamford 1 days ago
A prestigious and fast-growing credit asset manager, renowned for its outstanding workplace culture and comprehensive benefits, is seeking an Inter...
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Internal Wholesaler
MassMutual - Boston, MA, US 3 days ago
The OpportunityWe’re growing and our clients deserve the best. We are building a dynamic team of Internal Wholesalers to drive...
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MassMutual - Boston 2 days ago
The OpportunityWe're growing and our clients deserve the best. We are building a dynamic team of Internal Wholesalers to drive the sales of MassMu...
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Internal Wholesaler
MassMutual - Boston 1 days ago
The OpportunityWe're growing and our clients deserve the best. We are building a dynamic team of Internal Wholesalers to drive the sales of MassMu...
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Internal Wholesaler
MassMutual - Boston 1 days ago
The OpportunityWe're growing and our clients deserve the best. We are building a dynamic team of Internal Wholesalers to drive the sales of MassMu...
More...
Internal Wholesaler
MassMutual - Boston 1 days ago
The OpportunityWe're growing and our clients deserve the best. We are building a dynamic team of Internal Wholesalers to drive the sales of MassMu...
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Internal Wholesaler
MassMutual - Boston 1 days ago
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Internal Wholesaler
Redbrick LMD - Washington 1 days ago
Position Title: Director, Capital Markets Internal Wholesaler About Us: Redbrick LMD i...
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Internal Wholesaler
MassMutual - Boston 1 days ago
The Opportunity We’re growing and our clients deserve the best. We are building a dynamic team ofInternal Wholesalersto drive the ...
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Internal Wholesaler
MassMutual - Boston 1 days ago
The OpportunityWe're growing and our clients deserve the best. We are building a dynamic team of Internal Wholesalers to drive the sales of MassMu...
More...
Go to next pageA prestigious and fast-growing credit asset manager, renowned for its outstanding workplace culture and comprehensive benefits, is seeking an Internal Wholesaler to join its expanding sales team.
Qualifications:
- 2–5 years of internal wholesaling experience at a buy-side firm
- Active Series 7 and 63 licenses required
Responsibilities:
- Generate and manage new business opportunities through outbound outreach and referrals.
- Support the full sales cycle, including scheduling meetings, maintaining the territory calendar, and managing relationships with prospects and producers.
- Collaborate closely with External Wholesaler(s) and leadership to drive attendance at events and optimize territory strategy.
- Maintain detailed, up-to-date records of all sales activities and client interactions in the CRM system.
- Develop deep product knowledge and effective positioning strategies for the firm's offerings.
- Stay informed on economic trends, financial markets, and alternative investments.
- Provide regular updates to the External Wholesaler and assist with escalated client service issues as needed.
- Ensure compliance with all internal policies and regulatory guidelines.
In-Office Policy:
Full-time, five days per week in the office.
Job ID #43961
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Internal Wholesaler
