Funds Desk Manager: Lead & Grow Elite Advisor Outreach
Jobtailor
Jobtailor in Charlotte, NC is seeking an experienced Internal Wholesaler leader to guide a team of 4+ licensed professionals. You will oversee daily activities, coordinate with Equitable Advisors, brokers, and prospects, and drive coaching initiatives. The role emphasizes compliance, performance analytics, and strategic collaboration with cross-functional teams to boost sales and market coverage. Strong communication and CRM skills are essential, along with investment product knowledge and #J-18808-Ljbffr Jobtailor
Vacancy posted 3 days ago
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