American Beacon Partners ยท 3 months ago
Hybrid Wholesaler - Northeast Region
Buffalo, NY
Full-time
Hybrid
Senior Level
5+ years expAmerican Beacon Partners is a diversified asset management platform with a focus on delivering value through various investment solutions. The Hybrid Wholesaler role involves managing territory, driving sales, and building relationships with financial advisors to promote financial products like SMAs and mutual funds.
Financial Services
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 work to 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 Customer Relationship Management (CRM) system and other sales technology to track activities, manage a pipeline, and develop a data-driven territory business plan
Qualification
Required
A bachelor's degree, with a focus on business, finance, or a related field
5+ years of experience as an internal wholesaler or in a financial services sale's role
Excellent verbal, written, and presentation skills are essential for effectively communicating with clients and internal teams
A proven track record of building and maintaining strong relationships with financial professionals is a key requirement
The role requires strong time management and the ability to balance remote outreach with periodic in-person travel
Proficiency with CRM systems and other financial technology is necessary to effectively manage the territory
Preferred
Relevant FINRA licenses, such as Series 7 and Series 63 or 66, are preferred
Company
American Beacon Partners
American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase