2 regional director external wholesaler jobs found

Job Description Summary Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. Job Description Responsibilities: • Responsible for building and maintaining relationships with financial advisors to generate assets...

The Internal Advisory Consultant (IAC/Internal Wholesaler) will be responsible for driving the sales of Future Standard’s products with Financial Advisors within an assigned region in the US, partnering with cross-functional teams to deliver client needs. As part of Sales and Distribution team, IACs are dedicated to increasing the sales and awareness of Future Standard’s products including mutual funds, REITs, and Interval Funds. The IACS accomplish this through telephone presentations, virtual meetings, and email correspondence. This position, working collaboratively with other members of the team, is responsible for developing and implementing strategies to expand Future Standard’s coverage within the respective territory.    The successful candidate is expected to: Initiate and proactively build relationships with financial advisors, divisional and regional representatives, research analysts and investment professionals through proactive telephone calls and contact...