About the Company
A firm with a really strong macro investment process. Selling model portfolios to RIAs & Wealth Management. Growing product, already with multiple billion AUA. Mostly executed through ETFs & other macro positions.
This is the fastest growing division within a larger group, offering an entrepreneurial opportunity within a well established platform offering a really strong investment process as well as exceptional backing.
Office in NYC, with around 50% of staff working fully remote across the US. Open to whatever suits you best.
About the Role
Wholesale of model funds - looking to raise AUA. Looking to be one of 2 sales people covering the whole of the US.
Focus either on wirehouses or RIAs & independents.
7+ years experience selling model portfolios/ETFs/funds
Experience with various wealth managers (RIAs/Financial Planners/Retirement Planners/Family Offices)