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Regan Capital, a SEC registered Investment Advisor with a successful 12-year track record in managing Fixed Income, Credit, and Structured Finance strategies, is expanding its team by hiring a Mutual Fund Wholesaler. This remote role is targeted at sales professionals with 5-10 years of experience, particularly those with a strong background in traditional fixed income and a proven track record in the investments industry.
The position involves marketing Regan Capital's mutual fund and other investment products, such as an Exchange Traded Fund, private partnerships, and separately managed accounts, to financial advisors, RIAs, Family Offices, National Accounts, and Retirement Plans across the United States.
The ideal candidate will be a motivated self-starter with excellent territory management, presentation, communication, and selling skills. A bachelor’s degree and a minimum of 4 years’ experience in the investments industry are required, with a preference for those who have at least 3 years of wholesaling experience and are proficient in using Salesforce.
Some travel may be required for this position.
Benefits include medical insurance, a 401(k) plan, and vision insurance.
For more information, visit the job posting.
Written By: Dakota
October 01, 2024
October 08, 2024
November 13, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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