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External Wholesaler
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
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