Internal Wholesaler Analyst - Ardian : Job Details

Internal Wholesaler Analyst

Ardian

Job Location : New York,NY, USA

Posted on : 2025-02-12T19:18:27Z

Job Description :
Job description
  • Support External Wholesalers across multiple regions in a fundraiser and sales support role by initiating outbound calls, emails, marketing campaigns and ad-hoc requests
  • Partner closely with External Wholesalers to cultivate new prospects within the RIA and Multi-Family Office channels
  • Liaise with Financial Advisors at banks, wirehouses, independent broker-dealers and Registered Investment Advisors (RIAs)
  • Provide comprehensive after-sales support for Financial Advisors by communicating on fund/firm/market updates
  • Follow up with Advisors after in-person and virtual meetings to provide additional information and inquire about further needs
  • Convert Financial Advisors who have yet to commit to alternative investments into allocators
  • Coordinate planning of roadshows/meetings/conference calls for External Wholesalers as well as other members within the Ardian organization
  • Develop deep understanding and product knowledge of Ardian's funds with strong positioning strategies
  • Work in coordination with External Wholesalers to create compelling marketing campaigns
  • Maintain and ascertain competitive intelligence by staying apprised of industry news, attending meetings, conferences and trainings
Required skills / profile
  • Bachelor's degree or equivalent work experience
  • 1-3 years in the financial services industry with a minimum of 1 year in a sales-oriented role
  • Excellent written and oral skills
  • Proven ability to cultivate relationships with strong presentation skills
  • Desire to work in a sales role within a larger Investor Relations business
  • Excellent organizational skills
  • Series 7 & 63 licenses (or equivalent) required
Apply Now!
Similar Jobs ( 0)
-- View More Similar Jobs --