3 jobs found

Founded in 1984, Symmetry Partners is a registered investment advisor committed to empowering independent financial advisors through evidence-based investment solutions and exceptional client service. We provide advisors with the tools, resources, and expertise they need to help their clients achieve financial success. Our culture is built on integrity, collaboration, and a relentless commitment to putting clients first. Position Overview The Internal Wholesaler supports business development efforts by identifying and advancing new opportunities, converting leads, and contributing to the growth of assets under management. This role partners closely with external sales to present Symmetry Partners' investment and advisory solutions, build and maintain relationships with advisors and prospects, and support ongoing client engagement. The position also collaborates with Marketing on targeted initiatives, monitors sales activity and performance metrics, stays current on industry...

Job Description Summary: NorthCoast Asset Management is seeking a Hybrid Wholesale. The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining virtual coverage, targeted in‑person meetings, and territory management responsibilities. This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker‑Dealer).  This position requires a presence in the Stamford office five days a week.  Job Description: Primary Responsibilities Advisor Coverage & Relationship Management Manage and grow relationships with a defined book of financial advisors across assigned territories Conduct proactive outreach via phone, video meetings, and targeted in‑person visits Identify opportunities to deepen engagement across strategies and platforms Support advisor onboarding, education, and implementation of firm strategies Sales & Asset Growth...

Eagle Point Securities is a wholesale distributor of alternative investments focused on building institutional-caliber investment solutions designed to meet the needs of individual investors. Through a differentiated suite of income-oriented strategies—including Eagle Point Enhanced Income Trust (EIT), Eagle Point Institutional Income Fund (EPIIF), Eagle Point Credit Company (ECC) Convertible Preferred Stock and Eagle Point Trinity Senior Secured Lending Company—Eagle Point Securities brings extensive knowledge of private credit and other alternative investments to deliver attractive solutions to wealth advisors and their clients across the United States.   Eagle Point Securities (a member of FINRA and SIPC) is an affiliate of Eagle Point Credit Management LLC (“Eagle Point”), an innovative investment manager focused on private credit strategies in inefficient markets, including Portfolio Debt securities, Regulatory Capital transactions, Infrastructure Credit, Strategic...