1290 Funds Internal Wholesaler
Location: New York, New York US
Notice
Job Number: 6204
Job Number: 200004B7
External Description:
Thank you for your interest in a position with Equitable.
Equitable is seeking a 1290 Funds Internal Wholesaler to join their team. The ideal candidate will be highly motivated, with strong analytical background, and an interest in building a long-term career in capital markets.
Responsibilities include:
- Initiates and/or follows up on sales calls; provides intermediaries with sales ideas; answers product questions; prepares proposal materials; runs illustrations; identifies new sales opportunities; and launches new products
- Client support activities may include: handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis
- Works closely with sales staff on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationships
- Identifies client needs & coordinates efforts to service assigned intermediaries
- Leverages strategic relationships with investment providers, advisors and clients; helps articulate key messages regarding the investment portfolio, major market events, and changing areas of investment opportunity
- Maintains and strengthens knowledge base regarding all aspects of the investment industry, competitors (direct and indirect), and products available in the securities marketplace
- Stays current on rules and regulations of selling securities as outlined by FINRA, the SEC, states and all internal guidelines established
- Trains external and internal advisors on investment options
- There may be minimal travel within the assigned territory
- Bachelors Degree
- 2 years of capital markets experience
- Series 6 or 7 and Series 63 required
Preferred Qualifications:
- Prior account management experience
- Extensive knowledge of the investment industry and ability to recognize business opportunities within and outside the industry
- A self-motivated, positive team player, with outstanding internal and external communication capabilities
- Understands the unique needs of proprietary sales force, outside broker dealers, Bank Advisors, and wire house advisors
- Maintains exceptional interpersonal relations, including thorough verbal and written communication
- Demonstrated ability to deliver results in a fast-paced environment, which often requires the ability to manage multiple projects and priorities
- Ability to consistently deliver persuasive and compelling presentations in one on one, small, and large-scale speaking environments
- Strategic and critical-thinking skills
- Extremely well-organized with unfailing attention to detail
About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.
In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2195 or email us at TalentAcquisition@equitable.com.
Community / Marketing Title: 1290 Funds Internal Wholesaler
Location_formattedLocationLong: New York, New York US