Mutual Funds Internal Wholesaler (HYBRID)

Equitable•Charlotte, NC

2d•Hybrid

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a Mutual Funds Internal Wholesaler. This role is dedicated to the distribution of Equitable Investment Management Model Portfolios and the 1290 Funds family of retail mutual funds issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships with firms and financial advisors, while maintaining our relationships with existing partners. This position offers a hybrid work schedule, with an on–site presence of 3 days per week combining flexibility with team collaboration. The base salary for this position is $60,000. This role is eligible for variable compensation.

Requirements

Bachelors Degree
1+ years of experience within capital markets, financial services, or a related industry with a introductory understanding of investment products, financial markets, and industry practices.
FINRA Series 6 and 63 registration active upon hire
FINRA Series 7 registration active, or ability to obtain within 120 days of hire
Prior account management experience or sales experience

Nice To Haves

Knowledge of the investment industry, with the ability to identify and capitalize on business opportunities both within and beyond established markets.
Self-motivated, positive, and collaborative team player with effective communication skills and the ability to build lasting relationships with internal and external partners.
Understanding of the distinct needs of proprietary sales teams, external broker-dealers, and financial advisors.
Demonstrated interpersonal skills, with demonstrated ability to communicate clearly, professionally, and effectively both verbally and in writing.

Responsibilities

Drive sales opportunities by initiating and following up on sales conversations, sharing strategic sales ideas, responding to product inquiries, preparing proposals and illustrations, and supporting new product launches.
Deliver a high-quality client experience by coordinating meeting coverage, preparing for due diligence discussions, developing wholesaler communications and training, and providing sales analysis and insights.
Partner closely with sales teams to drive growth within the assigned region while building and strengthening relationships with key intermediaries.
Understand client and intermediary needs and coordinate resources across the organization to provide responsive, solutions-focused support.
Build and leverage strategic relationships with investment providers, financial professionals, and clients to strengthen engagement and uncover new business opportunities.
Communicate investment perspectives effectively, helping articulate key messages related to portfolio strategy, market developments, and evolving investment opportunities.