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Internal Wholesaler

The Primary Group has partnered with a well-capitalized firm with an opportunity to create unique institutional and retail broker-dealer community. We are looking for an Internal Wholesaler to develop new and build upon existing relationships with financial advisors/registered representatives in the broker-dealer network within their territory.

Requirements:

Bachelor’s Degree
FINRA Series 7, 63
Knowledge of the investment industry.


Regional Wholesaler - Midwest

The Primary Group has partnered with a boutique investment management firm. We are seeking an experienced Regional Director (External Wholesaler) with determination, integrity, and someone who has the desire to impact and organization on a professional level. This is an opportunity to establish and maintain relationships with financial advisors distributing competitive mutual fund products in the marketplace. This person will be responsible for building and increasing the assets within the wirehouse and independent broker-dealers in the Ohio, West Virginia, Kentucky, and Indiana region.

Ideal Candidate:

Wirehouse relationships
Proven definable track record of success raising yearly assets
Strong work ethic and internal drive

Requirements:

4-year Degree
FINRA Series 7 & 63


External Wholesaler (Wirehouse) - Illinois 

The Primary Group has partnered with a 20+ year old commercial real estate investment manager. We are looking for an External Wholesaler to provide sales coverage within the Illinois/Chicagoland territory to various financial intermediaries with an exclusive emphasis on the national wirehouses and regional broker-dealers. This person will also be responsible for developing and building upon existing relationships, developing a firm/branch rotation, implementing business plans around focus firms and identifying business opportunities, a proactive call rotation, face-to-face meetings, and consultative approach providing value-added services.

Ideal Candidate:

A minimum of 5 years real estate, mutual fund, or SMA wholesaling experience.

Required:

Bachelor’s Degree
FINRA Series 7 & 63


RIA Regional Vice President - Georgia 

The Primary Group has partnered with a boutique private real estate asset management company. We are looking for a Regional Vice President in the Atlanta, GA region to drive sales in the RIA channel. This person will continue to develop firm recognition, product, and brand awareness on specific platforms.

Ideal Candidate:

3+ years of industry experience as a wholesaler calling on RIAs in the southeast region.

Required:

Minimum 3 to 5 years’ industry experience with 3+ years of experience calling on RIAs.
Must have a Rolodex contact book of RIA relationships.
Undergraduate Degree from a 4-year accredited university.
Clean U4 with no adverse conditions.


Regional Director, Defined Contribution - Midwest 

The Primary Group has partnered with an industry leading money management firm which has provided a rich tradition of quality financial investments. We are looking for a Regional Director to act as a main representative for the defined contribution specialist advisors. This person will be responsible for driving defined contribution growth of AUM and gross sales within the Midwest territory.

Required:

5+ years of Industry Experience
5+ years of Defined Contribution experience
Advanced knowledge of the Defined Contribution Industry & Trends


Regional Director, Defined Contribution - West 

The Primary Group has partnered with an industry leading money management firm which has provided a rich tradition of quality financial investments. We are looking for a Regional Director to act as a main representative for the defined contribution specialist advisors. This person will be responsible for driving defined contribution growth of AUM and gross sales within the Western US territory.

Required:

5+ years of Industry Experience
5+ years of Defined Contribution Experience
Advanced knowledge of the Defined Contribution Industry & Trends


Regional Vice President - Alabama 

The Primary Group has partnered with an industry leading money management firm which has provided a rich tradition of quality financial investments. We are seeking a Regional Vice President in the Alabama region to market a diverse suite of investment vehicles including domestic equity, international equity, fixed income, and money market securities. This person must have a successful track record, high level of integrity, commitment, and interest to become an integral member of a successful team.

Ideal Candidate:

MUST have a proven track record of success.
2+ years of direct selling experience.

Required:

4-Year Degree
FINRA Series 7 & 63
Clean U4
CIMA or CFA preferred


Regional Vice President - Missouri 

The Primary Group has partnered with an industry leading money management firm which has provided a rich tradition of quality financial investments. We are seeking a Regional Vice President in the Missouri region to market a diverse suite of investment vehicles including domestic equity, international equity, fixed income, and money market securities. This person must have a successful track record, high level of integrity, commitment, and interest to become an integral member of a successful team.

Ideal Candidate:

MUST have a proven track record of success.
2+ years of direct selling experience.

Required:

4-Year Degree
FINRA Series 7 & 63
Clean U4
CIMA or CFA preferred


Internal Wholesaler 

The Primary Group has partnered with a private alternative investment firm with a core focus on global real estate, energy infrastructure, and oil & gas. We are looking for an Internal Wholesaler to develop new and build upon existing relationships with financial advisors/registered representatives in the broker-dealer network within their territory, primarily through outbound and inbound sales calls. This person will maintain open communication with External Partner, 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 management.

Ideal Candidate:

2-4 years’ work experience in Financial Services
Strong sales skills with a preference for already having sales training in their background

Requirements:

Knowledge of the investment industry.
Bachelor’s Degree
FINRA Series 7 & 63