Hybrid Wholesaler

Focus Financial Partners

Stamford, CT, United States
On-site
4+ years asset management experience
Wirehouse ria broker-dealer coverage
Investment product knowledge
The Hybrid Wholesaler serves as a bridge between internal and external distribution to drive asset growth across key channels

Job Summary

  • The Hybrid Wholesaler serves as a bridge between internal and external distribution to drive asset growth across key channels.
  • This role requires managing relationships with financial advisors through proactive outreach, in-person visits, and targeted meetings.
  • Candidates must possess a strong understanding of investment products and portfolio construction to deliver compliant education to advisors.

Matching Summary

The Hybrid Wholesaler serves as a bridge between internal and external distribution to drive asset growth across key channels.

Skills & Requirements

Must-have

  • 4+ years asset management experience
  • Wirehouse RIA Broker-Dealer coverage
  • Investment product knowledge
  • CRM pipeline management
  • Stamford office presence

Nice-to-have

  • Strong communication skills
  • Cross-sell and upsell expertise
  • Market volatility analysis
  • Advisor onboarding support
  • Internal collaboration abilities

Key Requirements

  • Bachelor's Degree
  • 4+ years in asset management or wholesaling
  • Experience covering wirehouses, RIAs, and broker-dealers

Work Rights

Not specified

Tailored Resume

Cover Letter