Director, External Wholesaler (IBD/Wirehouse) - Multiple Locations
Korn Ferry United States
Korn Ferry United States
Korn Ferry United States
3 days ago 163 applicants
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Korn Ferry is partnering with an investment manager north of $100B in assets under management, to conduct searches for 6 Senior External Wholesalers (Wirehouse/Independent Channel) to cover the following states:
- New York, Pennsylvania
- Oregon, Nevada, Northern California
- Iowa, Kansas, Missouri, Illinois
- Tennessee, North Carolina, South Carolina
- Georgia, Alabama, Mississippi, Louisiana, Arkansas
- Ohio, Indiana, Michigan
These hires will be responsible for distributing the firm’s investment products (mutual funds, ETFs, and SMAs) through the wirehouse/independent channel in the defined territory.
Other Responsibilities:
- Develop a sales plan to effectively meet sales quotas
- High travel (over 50-60%+ of time)
Qualifications:
- Bachelor’s degree in Economics, Finance, or a related field. Designations such as CFA, CAIA, CIMA are strongly preferred
- 7+ years of experience
- Series 7 and 63 FINRA licenses are required
-
Seniority level
Director -
Employment type
Full-time -
Job function
Sales -
Industries
Financial Services and Investment Management
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