FUNDRAISING NEWS | April 01, 2024
Marine Layer Advisors is seeking an External Wholesaler with expertise in structured notes, targeting the Registered Investment Advisor (RIA) channel. This remote position is open to candidates with 2-10+ years of experience in sales, distribution, and financial services, emphasizing long-only equities among other investment focuses.
The role demands a proactive approach to client acquisition, relationship building with RIAs, and a strategic effort to increase the trading volume of structured notes.
Candidates should possess a robust understanding of structured notes and listed options, coupled with exceptional interpersonal and communication skills, and the ability to seamlessly integrate into both independent and team environments. A Series 7 certification is essential, alongside a demonstrated history of success within the RIA channel.
The position requires some travel for client and prospect meetings.
Benefits include medical and dental insurance.
For further details, visit the job posting.
Dakota is a group of extraordinary people who try and do extraordinary things every day while playing at the highest level of professionalism in their domain.
