External Wholesale Associate
External Wholesale Associate
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$ 110000 - 140000
1 Vacancy
Job Description
Strategas Asset Management is looking for a mid level External Wholesaler to drive asset growth in the Firms ETF and managed account thematic asset management business. Strategas asset management strategies are closely aligned with and offer investment access to the Firms II-ranked macro and thematic research. The External Wholesaler is an important client-facing professional who will partner with senior research analysts research sales personnel and our portfolio management team to raise awareness for Strategas ETFs open new relationships and manage relationships across the Firms existing national account base.
Strategas Asset Management and its sister company Strategas Securities are headquartered in New York City. Remote opportunities will be considered for exceptional candidates.
As an External Wholesale Associate you may:
Lead efforts to drive asset growth and support to our Financial Advisor clients
Manage all follow-up for all incoming Advisor leads
Engage non-client prospects through proactive outreach
Develop relationships with new and existing clients to best responds to requests and provide appropriate access to Firm resources and personnel
Coordination and execution of in-person and virtual sales meetings and marketing events
Work with the Firms portfolio management and marketing & communication teams to effectively execute external marketing strategies
Broaden distribution of Strategas market commentaries amongst Financial Advisors
Work with the Firms operations team to maintain relevant client data critical to sales initiatives.
What makes this opportunity great:
Be a part of a growing team who believes in success
Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
What we look for:
Bachelors degree required
5 years of experience in investment product sales and distribution or marketing
A deep understanding of the ETF/fund industry structure
Series 7 63 and 65/66 preferred or ability to acquire required licensing within 6 months of start date
Demonstrated ability to handle multiple and complex tasks with little or no supervision
Exceptional organizational skills and the ability to meet designated deadlines
Excellent communication and presentation skills with an ability and confidence to prepare and lead presentations with internal and external contacts
Willingness to travel extensively
Compensation and Total Rewards Package:
Annual salary range $110000 - $140000
Bonus potential
Compensation and bonus are commensurate with experience performance and/or firm profitability
Check out ourTotal Rewards at Baird which is a summary of our benefits and compensation
#DI
#LI-DNI
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
IC
Employment Type
Full-Time
