Vaco Boston has partnered with our client, a global investment management firm, that is seeking an Internal Wholesaler. This individual will provide strategic telephone sales and territory management for assigned territory.
Key Responsibilities:

• Independently plan, prepare and initiate sales calls
• Create, implement and execute territory marketing and sales strategy to promote and sell investment products.
  Develop new prospects and maintain existing relationships.
• Facilitate and participate in meetings with representatives either in the territory and/or during a visit to Boston office. Facilitate conference calls between branch offices and investment staff.
• Plan broker dealer meetings, seminars, conference calls
• Analyze daily sales reports to provide intelligence on territory activity
• Keep current with industry knowledge and experience to collaborate with the externals wholesaler in achieving established sales goals
• Analyze firm and third-party data in order to narrow focus for sales campaigns
• Proactive and coordinated use of digital marketing and social media

Requirements:

• Bachelor's degree
• 1-3+ years relevant work experience in financial services
• Series 7 and 63 required (or within 6 months of hire)
• Knowledge of the financial services industry
• Strong attention to details
• Ability to work in a collaborative fast-paced environment
• Strong verbal and written communication skills.