RIA Internal Wholesaler (2240-732)

Waddell & Reed Financial, Inc Overland Park , KS 66204

Posted 3 weeks ago

Responsible for raising assets and servicing existing clients within a geographic territory by proactively marketing to and providing support for RIA, Family Office and Bank Trust Firms.

Internal Sales Responsibilities:

  • Execute territory sales strategy by identifying potential clients and initiating contact with prospects to position Ivy products appropriately.

  • Determine the appropriate investment vehicle for potential clients including mutual funds, model delivery or SMAs.

  • Handle incoming requests for product information/analysis as well as sales and marketing material in a professional and timely manner

  • Execute firm initiatives and focus to meet sales goal through phone call and email campaigns.

  • Develop superior knowledge of Ivy Investment products/vehicles, competitor products, global markets and the mutual fund industry.

  • Deliver Ivy product and value add presentations based on client needs.

  • Learn and use effectively channel specific technology tools, i.e. SalesPage, RIA Database and Broadridge Opportunity Hunter to drive sales in the territory.

External Wholesaler Partnership:

  • Maintain consistent communication with external wholesaler including daily review of sales, opportunities, and summarizing activities that impact the territory.

  • Provide support to external wholesaler in preparation for meetings by gathering requested fund information and sales material.

  • Schedule wholesaler appointments with clients and prospects as appropriate.

  • Develop and implement territory sales strategy with external wholesaler.

  • Working with external wholesaler to maintain the contact relationship management system (SalesPage), tracking and managing marketing costs and developing new sales opportunities.

Required Experience

  • Bachelor's degree or equivalent work experience

  • FINRA Series 7 and 63 required or must obtain FINRA Series Licenses within first 180 days

  • Proficient knowledge of mutual funds and investment markets

  • Successful sales and/or sales support experience preferred

  • Ability to thrive in a challenging and collaborative sales environment

  • Effective presentation skills

  • Strong time management and organizational skills

  • Ability to travel periodically

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VIEW JOBS 7/30/2019 12:00:00 AM 2019-10-28T00:00 Responsible for raising assets and servicing existing clients within a geographic territory by proactively marketing to and providing support for RIA, Family Office and Bank Trust Firms. Internal Sales Responsibilities: * Execute territory sales strategy by identifying potential clients and initiating contact with prospects to position Ivy products appropriately. * Determine the appropriate investment vehicle for potential clients including mutual funds, model delivery or SMAs. * Handle incoming requests for product information/analysis as well as sales and marketing material in a professional and timely manner * Execute firm initiatives and focus to meet sales goal through phone call and email campaigns. * Develop superior knowledge of Ivy Investment products/vehicles, competitor products, global markets and the mutual fund industry. * Deliver Ivy product and value add presentations based on client needs. * Learn and use effectively channel specific technology tools, i.e. SalesPage, RIA Database and Broadridge Opportunity Hunter to drive sales in the territory. External Wholesaler Partnership: * Maintain consistent communication with external wholesaler including daily review of sales, opportunities, and summarizing activities that impact the territory. * Provide support to external wholesaler in preparation for meetings by gathering requested fund information and sales material. * Schedule wholesaler appointments with clients and prospects as appropriate. * Develop and implement territory sales strategy with external wholesaler. * Working with external wholesaler to maintain the contact relationship management system (SalesPage), tracking and managing marketing costs and developing new sales opportunities. Required Experience * Bachelor's degree or equivalent work experience * FINRA Series 7 and 63 required or must obtain FINRA Series Licenses within first 180 days * Proficient knowledge of mutual funds and investment markets * Successful sales and/or sales support experience preferred * Ability to thrive in a challenging and collaborative sales environment * Effective presentation skills * Strong time management and organizational skills * Ability to travel periodically Job Location Overland Park, Kansas, United States Position Type Full-Time/Regular Apply Ivy Nextshares Overland Park KS

RIA Internal Wholesaler (2240-732)

Waddell & Reed Financial, Inc