Regional Wholesaler
Regional Wholesaler
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Business Description
NCFAs US Independent Wealth Advisory business manages the firms relationships with US retail investors and financial advisors. Representing a full suite of strategies from SDBA nonproprietary ETFs and mutual funds to SMAs and subadvisory relationships USIWAs mandate is to deliver NCFA & CyborgAdvisors to advisors retail business owners and institutions.
Role Description
NCFA Leaders in US Independent Wealth Advisory are responsible for accelerating the growth of NCFA & CyborgAdvisors. They will deliver deep ETF expertise to advisors collaborating with other sales professionals to develop advisor relationships and drive NCFA & CyborgAdvisors results within a given channel and geography. The scope of their role will include 3 core elements: 1 Promote our OnPlan Money Management program to RIAs & Independent Planners 2 Promote CyborgAdvisors RIAs & Independent Planners 3 Broadly educate advisors through the presentation of NCFA & CyborgAdvisors content at RIA offices and industry events. The application of both technical ETF expertise and a strategic mindset will be critical for the success of this role. In addition to the core responsibilities NCFA Leaders will seek to enhance Team member knowledge related to OnPlan Money Management CyborgAdvisors and conduct regional events activities with market centers of influence.
Primary Responsibilities:
Deliver independent fiduciary and investment insights through portfolio construction
conversations
Demonstrate mastery of our OnPlan Money Management program CyborgAdvisors and our
entire nonproprietary products with specialized focus on CyborgAdvisors
Collaborate with Team Members to optimally cover a given channel and/or geography to
accelerate the growth of OnPlan Money Management and CyborgAdvisors.
Embrace datadriven segmentation and sales processes as territory management tools
Identify the appropriate distribution levers to service and cultivate the best opportunities
Responsible for driving overall CyborgAdvisors results in geography (net flows market
share) leveraging teamed resources and technology
Skills and Qualifications:
Bachelors degree required (CFA CFS CIMA CFP a plus)
Minimum 5 years as an experienced ETF or mutual fund wholesaler (external) preferably
with Independent BrokerDealers and Registered Investment Advisors
Strong financial services background with knowledge of investment trends and advisor
practices (fixed income or factor/quantitative investing knowledge a plus)
Exceptional verbal and written communication skills
Strong territory management skills including profiling and resource deployment
NASD Series 7 and 66 (or 63 & 65 required
Clean U4
Fulltime travel is required
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Employment Type
Full-Time
