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Posted: Thursday, September 7, 2017 4:02 AM

Job Description:/h3:
Mutual Fund Wholesaler
Description
Portland, OR based Fixed Income Manager seeks an Institutional level wholesaler to market their three mutual funds, including their newest, an investment grade Floating Rate Fund, the only like it in its space. The job of the wholesaler will be to initiate and cultivate relationships with Registered Investment Advisors (RIAs), financial planners, family offices, broker/dealers, consultants, and other institutional clients throughout a 4 to 5 state territory. The ideal candidate will be self:motivated, committed and have strong industry experience.
Leader Capital currently covers over 102 selling agreements which include: Merrill Lynch, JP Morgan, Deutsche Bank, Credit Suisse, LPL, Ameriprise, and Royal Alliance, among others. This is a tremendous opportunity for the right wholesaler to join a top performing mutual fund at the ground level.
Responsibilities:
:Present and sell company products to new and existing customers
:Prospect and contact potential customers
:Reach agreed upon sales targets by the deadline
:Resolve customer inquiries and complaints
:Set follow:up appointments to keep customers aware of latest developments
:Travel monthly to meet with top clients.
Skills and Requirements
:Bachelors degree in Finance, Economics, Marketing, or Business Administration preferred
:Series 7 licenses a must
:The ability to aggressively prospect and build new relationships
:Advanced understanding of economic concepts, specifically in the Fixed Income market
:Excellent communication, interpersonal and presentation skills
:Strong written and verbal skills
:Deadline and detail:oriented
:Persistent and results:oriented
:Must live in Portland

Compensation
:50,000 salary
:Commission
:Performance based incentives
:Full Medical/Dental and 401k
Must submit resume to be considered.
Company Description:/h3:
Leader Capital is a Mutual Fund Company specializing in fixed income investments. We seek to outperform by taking an opportunistic approach rather than tactical; we manage the risk reward relationship of every investment with our proprietary model. Leader Capital currently covers over 102 selling agreements which include: Merrill Lynch, UBS, JP Morgan, Deutsche Bank, Credit Suisse, LPL, Ameriprise, and Royal Alliance, among others.

Source: https://www.tiptopjob.com/jobs/71851910_job.asp?source=backpage


• Location: Portland

• Post ID: 22894187 portland
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