4 jobs found

Counterpoint Funds | External Wholesaler / Regional Vice President We are hiring an experienced external wholesaler for each of three territories: • Ohio and Kentucky • Michigan and Indiana • Northern New Jersey and New York City Counterpoint Funds is seeking entrepreneurial, goal-oriented professionals to represent our mutual funds and ETFs. Candidates must have extensive advisor relationships in the independent broker-dealer channel, with a major focus on LPL Financial, along with strong relationships at other independent broker-dealers and the regional firms. THE OPPORTUNITY At Counterpoint, we treat our wholesalers like business owners. You will take ownership of your territory, develop and execute a business plan, cultivate advisor relationships and drive long-term asset growth across our mutual funds and ETFs. Our compensation model includes recurring revenue sharing tied to the management fees generated by the assets you bring to the firm. Similar to...

If you have spent years building relationships with reps at independent broker-dealers and would rather be paid on them than on a salary, read on. Real Street Capital is a real estate fund sponsor. Our first fund makes first-position construction loans. A multifamily equity fund follows in early 2027. You are our first distribution hire. There is no external ahead of you, no assigned territory and no quota. You build the sales force and you run it. The job Two things, both from day one. You recruit. You know reps who sell alternatives. You call them, put Real Street in front of them, and bring the right ones on board. We pay reps 7 percent, monthly, no holdback, plus a 1 percent trail. You know how that lands. You run the desk. You are the inside wholesaler for every rep you bring in: their first call, their product support, the person who keeps them placing. How you are paid Expected total compensation about $140,000 in year one at plan, and $200,000 and up from...

This is a more focused position that is geared towards expanding the company's reach into the faith-based investment community. The hiring firm has strategies within this space that have a track record of over 20-years. This hire will spearhead the push into this space.   You will be proactively reaching out to firms (specifically RIA's) and teams that are really dialed in on faith-based investing including going to conferences. Ultimately, you are the subject matter expert that will support the external wholesalers when this investment strategy comes up with their advisors. This is an incredibly dynamic role in that there is a HUGE opportunity to take on a variety of responsibilities and grow within the organization.   Compensation will include a base salary around $70k with variable comp allowing you to bring your total comp north of $100k. Being successful in this role would allow you to...

This position is your typical external wholesaler role that will be focusing on the central region of the country. The territory will run from Minnesota down to Texas, including Missouri. For this role, we are looking for candidates based in Dallas but are open to candidates that are also located in Kansas City or Minneapolis.   We are looking for candidates that already bring at least five years of experience as an external wholesaler having sold a similar product set. This position will be geared towards calling on the independent broker dealer channel, RIA's, and Envestnet. The territory already has some existing producers, but we want someone that has a history of being able to build upon what is already in place. You will be expected to travel 50-75%.   Compensation will include a base salary (based upon experience) plus a variable compensation plan, expenses, and benefits....