Wholesale, Macro Model Funds (Wirehouses OR RIAs & independents)

New York, NY, USA

Full Time, remote or in office

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.

Requirements

  • 7+ years experience selling model portfolios/ETFs/funds

  • Experience with various wealth managers (RIAs/Financial Planners/Retirement Planners/Family Offices)