Senior Internal Wholesaler jobs in United States
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Cyperus Group LLC · 2 days ago

Senior Internal Wholesaler

positionNew York, United States
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$100K/yr - $120K/yr
date3+ years exp

Cyperus Group LLC is focused on the Independent Broker-Dealer channel, and they are seeking a Senior Internal Wholesaler to drive asset growth and deepen advisor relationships. The role involves managing secondary markets and supporting priority territories through outreach and product fluency.

Staffing & Recruiting
Hiring Manager
Frank Marzi
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Responsibilities

Partner with the Regional Director to execute regional sales strategy
Serve as a primary internal resource for IBD advisors
Advance opportunities across alternatives and mutual fund offerings
Manage pipeline, activity, and territory execution with precision
Deliver informed, credible product positioning and competitive insight

Qualification

Internal wholesaling experienceSeries 7 certificationSeries 6366 certificationIBD channelAlternatives exposureOrganizedCommercially mindedRelationship instinctsPolished communicator

Required

College grad with 3+ years in financial services; internal wholesaling experience required
Series 7 and 63 or 66 required
Organized, commercially minded, and highly proactive
Polished communicator with strong relationship instincts

Preferred

Experience with the IBD channel strongly favored
Alternatives exposure a big plus

Company

Cyperus Group LLC

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The Cyperus plant isn’t flashy. It doesn’t bloom brightly or tower above others.
dateFounded in 2009
location
New York, NY, US
people-size11-50 employees
web-link
http://www.cyperusgroup.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase