Internal Wholesaler
Prospect Capital
Founded in 1988, Prospect Capital is an alternative asset management firm with $9.4B+ of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. Job Responsibilities Cultivate strong relationships with RIAs, financial advisors, consultants, and other decision-makers in the territory through proactive outreach and networking efforts. Support the external sales team by providing detailed product information and sales support. Conduct proactive sales calls to current and prospective clients to promote investment products. Manage the sales pipeline effectively, from prospecting and lead generation to deal closure, ensuring timely follow-up and engagement with potential clients. Stay informed about industry trends, competitor activities, and regulatory changes affecting RIAs and alternative investments, providing insights to internal stakeholders to inform product development and marketing strategies. Maintain accurate records of sales activities, client interactions, and market feedback using Salesforce and other CRM systems, providing regular reports and updates to management on territory performance and opportunities. Provide timely and accurate responses to internal and external inquiries and requests. Coordinate and participate in webinars, conference calls, and other sales events. Desired Skills and Experience Bachelor's degree in finance, economics, business administration, or a related field. FINRA Series 7 and 63 required. 3-5 years of experience in the financial services industry, preferably in a sales or support role. Excellent communication and presentation skills, with the ability to articulate complex investment concepts in a clear and compelling manner. Strong organizational and time management skills. High level of professionalism and integrity. Proficiency in Salesforce and Microsoft Office suite. The anticipated annual base salary range for this position is plus an annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance. In addition to the base salary, the hired professional is eligible for comprehensive benefits including 100% employer-paid Life Insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. #J-18808-Ljbffr
$150k - $175k
...responsibilities include, but are not limited to:Partnering with external wholesalers to support business development efforts and drive sales... ...: Bachelor’s degree required2+ years of experience in an internal wholesaler, sales support or business development role within...SuggestedFull timeWork at office- Internal Wholesaler | Financial Services Already licensed with your Series 7 63? Ready to launch a career in sales within asset management? If you're looking for more than a support role and want to become part of the revenue-driving side of the business, this is an outstanding...Suggested
$120k - $140k
Brookfield is looking for a Regional Consultant (Internal Wholesaler) in New York, responsible for sales and service to IBD partners. The role includes cultivating relationships and managing daily tasks while providing exceptional client service. Candidates should have...Suggested- Cyperus Group LLC in New York is seeking an Internal Wholesaler to join our financial services distribution team. This role focuses on developing a sales territory within asset management and is ideal for someone ready to launch in revenue-driving sales. You'll work with...Suggested
- ## Regional Consultant (Internal Wholesaler)Applylocations: New York, New Yorktime type: Full timeposted on: Posted 2 Days Agojob requisition id: R2051275**Location**Brookfield Place New York - 225 Liberty Street, Suite 3501**Business - Private Wealth**Brookfield is one...SuggestedTemporary workLocal areaWorldwide
- Provides leadership in marketing and promotion of mutual funds, 529’s, annuity products and any other approved products through WFS. Provides leadership and guidance to sales representatives. Assists sales representatives in presenting and assisting in sales by directly...
- WoodmenLife is seeking a dynamic leader to drive marketing of financial products and to lead, train and support a team of sales representatives. You will present on sales calls, develop initiatives, and promote licensed pathways to grow the organization. You will coordinate...
$120k - $140k
Brookfield Asset Management LLC is seeking a dedicated professional for the Private Wealth team in New York City. The role involves supporting Independent Broker Dealer partners, developing business plans, and maintaining client relationships through proactive service. ...Temporary work- ...day ago Be among the first 25 applicants Now Hiring: External Wholesaler – Northeast Territory AMS Financial Solutions Group is seeking... ...drive production and strengthen partnerships Collaborate with internal sales teams to ensure consistent communication and support Qualifications...Immediate start
$169.4k - $254k
...doing the most important work of your career. About The Team To advance Stripe's important mission, we are building a world-class Internal Audit (IA) team. Our purpose is to strengthen the organization's ability to create, protect, and sustain value by providing the board...Work at officeLocal area$125k
...licenses required (7 & 63) ~5+ years of field sales experience within mutual funds and/or ETF sales required as either a senior internal wholesaler, hybrid wholesaler or external wholesaler. ~ Demonstrated record of selling success, achievement of sales goals in the...- Pacific Life Insurance Company is seeking a Field Wholesaler to cover the NY Metro Territory (Brooklyn/Bronx/Westchester). You will sell... ...relationships with financial professionals, collaborate with internal teams, and travel for face-to-face or virtual visits while introducing...
$80k
...Description: Pacific Life is actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to... ...Wirehouses) within the territory. Your colleagues will include both Internal and Field Wholesaling professionals. You'll develop and...Work at officeFlexible hours- Pacific Life is actively seeking a Field Wholesaler to cover the NY Metro Territory—Brooklyn/Bronx/Westchester. You will sell variable... ...financial professionals and broker-dealers. You’ll collaborate with Internal and Field Wholesaling teams, participate in regional meetings,...
- Senior External Wholesaler - Structured Products Location: Remote (U.S.) Compensation: Competitive base salary, plus variable compensation... ...relationships, delivering education, and partnering with internal teams to support sales growth. The ideal candidate brings proven...Remote work
- ...databases to create and maintain broker profile levels and data on current and proposed sales activity. Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing....Remote jobWork experience placementWork at office
- New York Life is seeking a Senior Associate, IDI Wholesaler to drive Individual Disability Insurance sales within an assigned territory... ...role requires about 50% travel and entails coordinating with internal wholesalers, business partners and Home Office teams to meet territory...Remote jobHome office
- 280 Carillon Tower Advisers, Inc. seeks a remote wholesaler to build and maintain relationships with financial advisors across a territory... ...present at meetings, manage broker data, and collaborate with internal teams to achieve revenue goals. Ideal candidates have a...Remote job
- A financial services company is seeking an experienced External Wholesaler to support its agency distribution channel in the Northeast Territory. The role involves building relationships, promoting annuity products, and delivering presentations. Candidates should have...
- ...business funding options Collect and organize required business information and documentation Work with funding partners and internal teams to move deals through the process Follow up with prospects and manage your pipeline Negotiate and help structure...Hourly payFor contractors
- A gourmet food company is seeking motivated Remote Wholesalers to promote and sell gourmet products like pickles and salsas. This role offers flexibility in schedule and location, with unlimited earning potential through commission and wholesale pricing access. Candidates...Remote jobFlexible hours
- ...relationships. Candidates should have proficiency in B2B Sales, excellent communication skills, and a Bachelor’s degree. This position offers a chance to play a key role in supporting international clients throughout their U.S. market entry. #J-18808-Ljbffr Foothold AmericaRemote jobFull time
- Pickle, Jam, & Salsa Kitchen ( is hiring motivated Remote Wholesalers to promote and sell our gourmet pickles, jams, salsas, BBQ sauces, and dressings. LOCATION: Remote / Local Events JOB TYPE: 1099 Contractor (PT or FT) PAY: 100% commission + wholesale pricing access...Remote jobFor contractorsLocal areaHome officeFlexible hours
- B2B Sales - US Expansion Advisor (Inbound to US) Join a mission-driven team transforming how international businesses expand into the U.S. At Foothold America, we empower global companies to grow and scale in the United States through expert-led, people and business services...Full timeRemote workWorldwide
$127.5k
...and pop culture as it specifically relates to the customer, in stores or wherever they are Drive customer insight strategy via the internal teams and external focus groups Product Responsible for executing the seasonal financial plan into a product assortment while...Full timeSeasonal workLocal areaFlexible hours$25.2 - $37.1 per hour
...as possible. About the Role: As a LOS (LiveOps) team member, you will execute on various standard operating procedures, utilizing internal tools to provide best in class support to our Customers, Merchants, and Dashers. Your work will keep a pulse on new and upcoming support...Hourly payWork at officeLocal areaRemote workFlexible hours- ...Summary The Global Assistant Merchant supports the development of a commercially viable global assortment that meets the needs of international markets. This role partners closely with merchandising, design, and production teams and helps manage sell-in tools and product...Contract workFreelanceSeasonal workLocal area
- ...About the Role We're looking for a Senior Product Manager to own how merchants get onboarded, configured, and live on Tabs — and the internal tools that make it happen. Every merchant’s path to value runs through this domain. You'll own the products that take a company...Full timeContract workWork at officeShift work
$35 - $49 per hour
...documenting feedback to facilitate timely product updates and changes. Create and maintain market tools, assortment guides, and internal presentations to support sales, retail, and cross-functional partners. Compile and analyze key merchandising reports (e.g., projections...Contract workInternshipSeasonal workLocal areaShift work$155k - $258k
...performance gaps and lead cross-functional problem-solving to accelerate revenue growth. Voice of the Partner: Act as the primary internal advocate, aligning Product, Tech, and Risk teams with partner requirements and execution plans. Matrix Coordination: Orchestrate...Work at office
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