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Internal Sales Consultant

Primary office location
Philadelphia
Date
04-Jun-2025
Permanent - Full time, Mid-level
Job category
Sales, Structuring & Trading
An excellent opportunity exists to join Macquarie Asset Management as an Internal Sales Consultant. The Internal Sales team engages with financial advisors through virtual meetings, phone calls, and digital communications regarding our mutual fund and separate accounts product suite.
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 31 markets and with 56 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?

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As an Internal Sales Consultant, you will be a key member of our Sales team, implementing tactical strategies using data to increase sales, prepare weekly action plans, retain assets, and cultivate new clients. You will develop and maintain an in-depth knowledge of financial markets, Macquarie products and services, and the competitive landscape, and be able to discuss the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks). Additionally, you will be responsible for maintaining and updating the Client Relationship Management system (Salesforce) for all advisor client activities, fielding inbound calls from partners and advisor clients, and sharing thoughtful sales ideas with the rest of the Internal Sales Consultants and Regional Directors.

What you offer

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  • Bachelor’s degree in business, Finance or a related field, with some experience in selling financial products
  • Experience with analyzing data to create a business plan and a willingness to act on the business plan through virtual meetings, phone calls, digital communications, and travel (5-10%)
  • SIE, Series 7 and Series 66 licenses (or SIE, 7, 63, and 65) preferred
  • Strong interpersonal, verbal, and writing skills, and a general willingness to grow a business through relationship-building.
#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

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Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We’re 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.

Our commitment to diversity, equity and inclusion

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We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie provides equal opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance.

Our aim is to provide reasonable accommodations to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know during the application process.

Learn more about Macquarie

Our people blog

Diversity, equity and inclusion

Benefits and wellbeing

Recruitment process