Now Hiring - HRC Financial Group - Internal Wholesaler / Account Executive in New York, NY

Full description of the position

HRC Financial Group Internal Wholesaler Office Location 88 Pine Street, Suite 3101 New York, NY 10005 Company Description HRC Financial Group specializes in bringing investment products and services to the financial industry's investment advisors, institutions and consultants. Founded in 2003, HRC represents a carefully selected group of money managers across the asset allocation spectrum. Through our wide range of contacts in the industry, HRC has a keen perspective not only on existing allocations but also on identifying emerging investment strategies. We are valued by our clients as a resource to identify asset managers within specific areas of interest. HRC Financial Group specializes in the creation and marketing of registered investment companies, SMAs, and alternative investments that seek to meet unfulfilled or under-served needs in the marketplace, and introducing them to the financial industry's financial advisers, institutions and consultants. HRC's marketing and sales efforts are focused on the major wire house platforms as well as the major RIA and independent broker/dealer platforms. The HRC Financial Group of companies consists of HRC Fund Associates, LLC, Member FINRA/SIPC; HRC Portfolio Solutions, LLC, and Liberty Street Advisors, Inc., a SEC Registered Investment Adviser. For more information please visit us at [please apply online] [please apply online] & [please apply online]

Job Description

HRC Financial Group is seeking an Internal Wholesaler to execute several critical front office sales and marketing functions. We are seeking a candidate who currently resides or is willing to relocate to the NYC Metro area. HRC requires team members to operate both independently, with little oversight, as well as in a collaborative, team-based environment. Primary responsibilities of internal wholesalers include but are not limited to: Develop a deep understanding of our investment strategies Profile financial advisors and how to help them increase their business Speak with advisors directly and proactively establish rapport to create interest in product to schedule meetings for Regional Sales Directors for sales presentations Maintain constant and open communication with Regional Sales Directors by using sales contact database and by recording activity on all calls Deliver sales literature to effectively facilitate sales process and enhance advisor relationships Researching investment styles of money managers across various sales territories Maintaining necessary correspondence with prospective clients in order to move sales process towards closing Collaborating with colleagues to build sales strategies Tracking revenues and projected revenues for the sales team

Qualifications

Bachelor's Degree, preferably in business or finance Series 7 & 63 (Not required for the candidate but we expect to be obtained within 6 months of employment) Strong telephone skills, focus, and presence Strong planning and organization skills Knowledge of financial markets and basic economic principles Job Type: Full-time Pay: $90,000.00 - $125,000.00 per year

Benefits

:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance Application Question(s):
• What is an interval fund
• Please explain why you believe you'd make a good financial sales professional.
• Have you worked a job with outbound sales/calling before? If not, why do you believe this would be a fit for you? License/Certification:
• Series 7 (Preferred) Ability to Commute:
• New York, NY 10005 (Required) Work Location: In person