External Wholesaler
We are looking to hire an External Wholesaler in our Miami office.
Position Sought: External Wholesaler.
Basic Job Function: Responsible for sales and marketing activities in the US offshore market with initial focus in
Miami, reporting directly to the US Head of Intermediaries, based in Miami.
Location: Miami, Florida.
Work and Education Requirements:
- Undergraduate degree with a focus on business, finance, economics, or a related field of
study highly desirable - MBA or master’s degree in finance or equivalent field of study is preferred
- 3+ years of experience in internal or external sales capacity
- Self-starter
- Strong interpersonal, writing and communication skills; Ability to develop relationships and
financial professional network - Candidates should have strong investment knowledge and should be able to eloquently
express market views - Advanced analytical skills and understanding of investment concepts
- Service oriented and client driven
- Fluency in Spanish and English is a must. Working knowledge of Portuguese highly desirable
- Flexible to changes in work environment and able to travel for business
- Series 7 and 63 required or obtainable within 6 months of hire
- Must be legally authorized to work in the US
