Energy Jobline ZR
Hybrid Wholesaler - Northeast Region in Buffalo
Energy Jobline ZR, Buffalo, New York, United States, 14266
American Beacon Partners – Hybrid Wholesaler – Northeast Region – Sales
American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform working with more than 30 investment managers. Leveraging around 40 years of experience, the firm delivers value through traditional and alternative solutions for evolving investor needs. In December 2024, it was named one of the "Best Places to Work in Money Management" by Pensions & Investments for the sixth consecutive year.
Location Requirement Ideal candidate must be located in Upstate or Western New York.
Job Description A hybrid wholesaler is a financial sales professional who combines the duties of both internal and external wholesaler. The role cultivates relationships and drives sales for financial products—such as SMAs, mutual funds, private funds, and ETFs—using a mix of phone, virtual, and limited in-person interactions with financial advisors.
Key Responsibilities
Territory Management:
Strategically manage an assigned territory to maximize sales and promote financial products to a specific segment of financial advisors and broker‑dealers.
Sales and Business Development:
Identify and qualify new prospects, generate new business, and expand sales with existing clients.
Relationship Management:
Build and maintain strong, productive relationships with financial advisors and institutional clients through regular phone calls, virtual meetings, and limited in‑person travel.
Product Consultation:
Serve as a subject matter expert by educating advisors on financial products and developing customized solutions for their clients.
Cross Collaboration:
Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies.
Presentations and Meetings:
Deliver compelling presentations, host virtual meetings, and attend industry conferences to increase product awareness and drive sales.
Administrative Duties:
Utilize a CRM system and other sales technology to track activities, manage a pipeline, and develop a data‑driven territory business plan.
Requirements
Education:
A bachelor’s degree in business, finance, or a related field.
Experience:
5+ years as an internal wholesaler or in a financial services sales role.
Licensing:
Relevant FINRA licenses such as Series 7 and Series 63 or 66.
Communication:
Excellent verbal, written, and presentation skills are essential.
Relationship Building:
A proven track record of building and maintaining strong relationships with financial professionals.
Adaptability:
Strong time management and the ability to balance remote outreach with periodic in‑person travel.
Technical Aptitude:
Proficiency with CRM systems and other financial technology.
Travel Expectation Travel expectation is 50% of the time within a defined territory.
Work Arrangement #LI-Remote
More Information For more information, please visit www.ambeacon.com.
#J-18808-Ljbffr
Location Requirement Ideal candidate must be located in Upstate or Western New York.
Job Description A hybrid wholesaler is a financial sales professional who combines the duties of both internal and external wholesaler. The role cultivates relationships and drives sales for financial products—such as SMAs, mutual funds, private funds, and ETFs—using a mix of phone, virtual, and limited in-person interactions with financial advisors.
Key Responsibilities
Territory Management:
Strategically manage an assigned territory to maximize sales and promote financial products to a specific segment of financial advisors and broker‑dealers.
Sales and Business Development:
Identify and qualify new prospects, generate new business, and expand sales with existing clients.
Relationship Management:
Build and maintain strong, productive relationships with financial advisors and institutional clients through regular phone calls, virtual meetings, and limited in‑person travel.
Product Consultation:
Serve as a subject matter expert by educating advisors on financial products and developing customized solutions for their clients.
Cross Collaboration:
Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies.
Presentations and Meetings:
Deliver compelling presentations, host virtual meetings, and attend industry conferences to increase product awareness and drive sales.
Administrative Duties:
Utilize a CRM system and other sales technology to track activities, manage a pipeline, and develop a data‑driven territory business plan.
Requirements
Education:
A bachelor’s degree in business, finance, or a related field.
Experience:
5+ years as an internal wholesaler or in a financial services sales role.
Licensing:
Relevant FINRA licenses such as Series 7 and Series 63 or 66.
Communication:
Excellent verbal, written, and presentation skills are essential.
Relationship Building:
A proven track record of building and maintaining strong relationships with financial professionals.
Adaptability:
Strong time management and the ability to balance remote outreach with periodic in‑person travel.
Technical Aptitude:
Proficiency with CRM systems and other financial technology.
Travel Expectation Travel expectation is 50% of the time within a defined territory.
Work Arrangement #LI-Remote
More Information For more information, please visit www.ambeacon.com.
#J-18808-Ljbffr