Internal Wholesaler

Are you an experienced sales professional looking to further your career? If so, the Internal Wholesaler position within Macquarie Asset Management might be your next great opportunity!

As an Internal Wholesaler, you will be responsible for developing new and building upon existing relationships with financial advisors/registered representatives in the broker-dealer network within their territory, primarily through outbound and inbound sales calls. In this role you will be expected t maintain open communication with External Partner (Wholesaler) which may include daily review of sales numbers, information updates from calls and meetings (internal / external) regarding topics that may impact the territory and updates on communications from management. Maintaining territory databases via contact management system, log phone calls, meetings, emails, and notes will also be encompassed within your role.

Additional key responsibilities include:

• Growing the firms market share within the territory through consultation with financial advisors/registered representatives on our products.
• Proactively educating financial advisors/registered representatives regarding the firms distributed products and benefits making recommendations to their clients
• Striving to become a knowledgeable resource to the broker-dealer network and internal associates on all aspects of the investment industry, competitors (direct and indirect), and products available in the market
• Responding to technical product and competitive positioning questions as appropriate
• Complying with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established

• Participating in client seminars, conferences, and education forums for purposes of educating our financial advisors/registered representatives

Your 4 years’ work experience in the Financial Services industry paired with strong sales skills, the ability to handle and resolve customer issues with minimal guidance, strong interpersonal skills with proven ability to build effective relationships and strong advisory services background with progressive level of proven results will all make you stand out as an ideal candidate for this role. Skills such as excellent telephone communication and etiquette, exemplary interpersonal communication and presentation skills, being detail-oriented, possessing strong time management and organizational skills and diplomacy in client interactions will all be advantageous as well. Lastly, being a proactive, innovative self-starter with the ability to work independently as well as in a team environment are key.

To be considered for this role, you must have:

• Knowledge of alternative investments
• Knowledge of the investment industry
• Takes initiative and is solution-oriented in all interactions
• Strong analytical skills
• Excellent interpersonal skills, including oral and written communication
• Strong computer skills
• Excellent planning and organizational skills
• Bachelor's degree
• Series 7 & Series 63 licenses required

If this opportunity sounds like the right fit for you, we encourage you to apply today. .

About Macquarie Asset Management

Macquarie Asset Management is a large scale, global asset manager, providing clients with access to a diverse range of capabilities and products across infrastructure, real estate, natural resources, private credit, fixed income, equities, multi-asset and liquid alternatives. As at 31 March 2021, Macquarie Asset Management had $A562.2 billion of assets under management.

Our COVID-19 policy

The health and wellbeing of our employees is a priority. We continue to focus on providing a safe workplace for our people, our stakeholders and those who visit us, and are committed to contributing to the safety of the communities where we live and work.

In line with evolving health regulations and many of our industry peers, we require all Macquarie employees in the United States to be fully vaccinated against COVID-19 and provide proof of full vaccination in order to attend the office and to participate in external meetings and business travel, unless a reasonable accommodation is approved or as otherwise required by law.

Our commitment to Diversity and Inclusion

The diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of ‘empowering people to innovate and invest for a better future’, we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Macquarie also takes affirmative action in support of its policy to hire and advance in employment of individuals who are minorities, women, protected veterans, and individuals with disabilities.

We equip our people with the support to work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.