Cantor Fitzgerald
Regional Consultant, Cantor Fitzgerald Asset Management
Cantor Fitzgerald, New York, New York, us, 10261
Overview
Location:
New York, NY Cantor Fitzgerald L.P., with over 14,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 80 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 60 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. The Opportunity
Cantor Fitzgerald Asset Management is the asset management distribution arm of Cantor Fitzgerald. We deliver a full spectrum of investment solutions—including mutual funds, SMAs, interval funds, REITs, DSTs, and QOFs—to RIAs, wirehouses, and independent broker-dealers nationwide. Our culture is built on winning together, exceeding targets, and serving advisors and their clients through thought leadership and innovative investment solutions. If you are a competitive, results-driven sales professional who thrives on building relationships and closing business, this is your chance to make an immediate impact. As a Regional Consultant (Internal Wholesaler), you’ll partner with a top-producing Regional Director (External Wholesaler) to own the sales process inside your territory. This is not a passive role—you will be on the phone, on video, and in inboxes daily, driving activity, uncovering opportunities, and converting prospects into assets under management. You’ll bring the energy, skill, and persistence to turn activity into results. Your Impact
Drive sales of our mutual funds, SMAs, interval funds, REITs, DSTs, and QOFs with RIAs, wirehouses, and independent broker-dealers. Execute strategic outbound calling and virtual meeting strategy to reach, engage, and convert prospects. Develop and deliver powerful product presentations that close business. Partner with your Regional Director to identify top opportunities and design winning territory strategies. Manage your pipeline like a pro. Log every call, track every prospect, and follow through relentlessly until the deal is done. Stay sharp on competitive positioning, industry trends, and our full suite of products to keep us top-of-mind with advisors. What We’re Looking For
FINRA Series 7 and 63 are required or to be obtained within 60 days of hire. A hunter’s mentality. You know that activity equals results and you’re ready to put in the reps. Strong communication skills that influence and persuade. Energy, urgency, and the ability to work in a fast-paced, goal-driven environment. Educational Qualifications
Bachelor’s degree in Business, Finance, Economics, or related field preferred Compensation & Benefits
In addition to base salary and competitive benefits package, this position may be eligible for additional types of compensation including commissions, discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
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Location:
New York, NY Cantor Fitzgerald L.P., with over 14,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 80 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 60 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. The Opportunity
Cantor Fitzgerald Asset Management is the asset management distribution arm of Cantor Fitzgerald. We deliver a full spectrum of investment solutions—including mutual funds, SMAs, interval funds, REITs, DSTs, and QOFs—to RIAs, wirehouses, and independent broker-dealers nationwide. Our culture is built on winning together, exceeding targets, and serving advisors and their clients through thought leadership and innovative investment solutions. If you are a competitive, results-driven sales professional who thrives on building relationships and closing business, this is your chance to make an immediate impact. As a Regional Consultant (Internal Wholesaler), you’ll partner with a top-producing Regional Director (External Wholesaler) to own the sales process inside your territory. This is not a passive role—you will be on the phone, on video, and in inboxes daily, driving activity, uncovering opportunities, and converting prospects into assets under management. You’ll bring the energy, skill, and persistence to turn activity into results. Your Impact
Drive sales of our mutual funds, SMAs, interval funds, REITs, DSTs, and QOFs with RIAs, wirehouses, and independent broker-dealers. Execute strategic outbound calling and virtual meeting strategy to reach, engage, and convert prospects. Develop and deliver powerful product presentations that close business. Partner with your Regional Director to identify top opportunities and design winning territory strategies. Manage your pipeline like a pro. Log every call, track every prospect, and follow through relentlessly until the deal is done. Stay sharp on competitive positioning, industry trends, and our full suite of products to keep us top-of-mind with advisors. What We’re Looking For
FINRA Series 7 and 63 are required or to be obtained within 60 days of hire. A hunter’s mentality. You know that activity equals results and you’re ready to put in the reps. Strong communication skills that influence and persuade. Energy, urgency, and the ability to work in a fast-paced, goal-driven environment. Educational Qualifications
Bachelor’s degree in Business, Finance, Economics, or related field preferred Compensation & Benefits
In addition to base salary and competitive benefits package, this position may be eligible for additional types of compensation including commissions, discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
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