Skip to content

Main menu. Press enter or space keys to expands and escape key to collapse

Internal Wholesaler

Primary office location
New York
Date
06-Dec-2024
Permanent - Full time, Mid-level
Job category
Asset Management, Sales, Structuring & Trading, Wealth Management
Our Wealth Solutions Team specializes in alternative investment offerings tailored for smaller institutions and qualified private client investors. The team provides access to institutional quality Macquarie and third-party private equity, hedge fund, real estate and infrastructure funds in thoughtful structures.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 34 markets and with 55 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

What role will you play?

Press space or enter keys to toggle section visibility

As an Internal Wholesaler, you will be responsible for developing new and building upon existing relationships with financial advisors/registered representatives in the broker-dealer network within their territory, primarily through outbound and inbound sales calls. In this role you will be expected to maintain open communication with External Partner (Wholesaler) 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 from management.

Salary range for this position: $85,000 - $95,000/Yr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. We offer a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

What you offer

Press space or enter keys to toggle section visibility

  • At least 4 years’ work experience in the Financial Services industry, paired with strong sales skills, the ability to handle and resolve customer issues with minimal guidance, with proven ability to build effective relationships
  • Knowledge of alternative investments and the investment industry
  • Self-initiative and solution-oriented in all interactions, including excellent planning and organizational skills
  • Strong analytical and interpersonal skills, including oral and written communication
  • Bachelor's degree and Series 7 & Series 63 licenses required 
#LI-EF1 #LI-Hybrid
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

About Macquarie Asset Management

Press space or enter keys to toggle section visibility

In Macquarie Asset Management, you will join a global asset manager that aims to deliver positive impact for everyone. Join a team that is trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.

Benefits

Press space or enter keys to toggle section visibility

Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include: 
  • Hybrid and flexible working arrangements  
  • One wellbeing leave day per year and minimum 25 days of annual leave
  • Primary caregivers are eligible for 20 weeks paid leave along with 12 days of transition leave upon return to work and 6 weeks paid leave for secondary caregivers
  • Paid volunteer leave and donation matching
  • Range of benefits to support your physical, psychological and financial wellbeing 
  • Employee Assistance Program, a robust behavioural health network with counselling and coaching services
  • Recognition and service awards

Our commitment to diversity, equity and inclusion

Press space or enter keys to toggle section visibility

We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including color and ethnic or national origins), religion or belief.