SimpleCiti Companies
Garden City South, NY, USA
Description SimpleCITI Companies, Hiring for SimpleEQUITIES* We’re looking for a motivated Internal/External Wholesaler to drive sales of our SEC RIA-advised funds in the RIA distribution channel. Backed by a 125-year family office legacy, we offer innovative investment solutions. In this hybrid role, you'll lead product approvals, build strong RIA relationships, and balance in-office work with client-facing travel to expand our reach. Sales & Relationship Management Promote our SEC-RIA advised funds and products to Registered Investment Advisors (RIAs). Build and maintain long-term relationships through remote and in-person interactions. Product Approval & Onboarding Lead product approvals on RIA platforms, handling due diligence and compliance. Create and present materials tailored to platform requirements. Business Development Set up meetings, deliver presentations, and attend industry events to drive growth. Identify prospects,...