Description
We are looking for experienced wholesalers or internal wholesalers with
strong contacts among broker/dealers, Registered Investment Advisors
and financial planners that want to take charge of their careers. We
seek entrepreneurs with the confidence and consultative sales skills
to build a territory they will own! Vista
Research and Management (VRM) is the investment advisor to the Listed
Private Equity Plus mutual fund (Ticker: LPEAX). LPEAX is the first
actively managed mutual fund in the US to permit mass affluent investors
to participate in the private equity and venture capital asset class.
As financial advisors and broker dealers continue to focus on ways
to expose their clients to less correlated alternative assets, LPEAX
maintains a "first mover" advantage and is well positioned
to meet the needs of the financial advisor community.
VRM presently
maintains selling group agreements with dealers including but not
limited to Linsco Private Ledger (LPL), RBC Dain Rauscher, Wells Fargo
Wealth Management, Raymond James Financial, Ameriprise Financial,
Commonwealth Securities, Stifel Nicolaus, Charles Schwab Institutional,
TD Ameritrade and Fidelity Institutional. LPEAX is currently the only
available option in these networks for financial advisors seeking
access to private equity for their non-accredited clients. The Fund
also represents the only option for exposure to private equity in
401(k) retirement plans.
Job Responsibilities:
Wholesalers will
be expected to:
* Thoroughly understand the Fund, (and additional products that are
in development) and effectively communicate its positioning, benefits
and features
* Aggressively arrange on-site office meetings with financial advisors
* Prospect for new business telephonically
* Utilize VRM's existing relationships at the broker/dealer home offices
to increase sales within the territory
* Meet and exceed production goals
Candidates must
have an entrepreneurial drive to leverage their industry contacts
in order to build and service their territory.
Candidate
Requirements:
B.A./B.S. or equivalent
experience.
Series 6 and 63 licenses.
Knowledge of advisor sold investment products including alternative
investment offerings is preferred.
Compensation:
Wholesalers will
be independent contractors with the exclusive right to represent the
Fund(s) in their territory. Compensation is 100% commission-based
with a payout rate more than twice mutual fund industry standards.
Additionally, incremental incentives are awarded annually for surpassing
territory asset generation objectives.
We're seeking to fill our Midwest territory with a candidate that
is based in Minneapolis or surrounding area.
Interested candidates should forward resumes
Tags: Admin
& Clerical : Banking
Jobs : Financial
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