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Internal Wholesaler, Wealth Solutions

Primary office location
New York
Date
23-Jul-2025
Permanent - Full time, Mid-level
Job category
Asset Management
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, while maintaining territory databases via contact management system, log phone calls, meetings, emails, and notes.
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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Additional key responsibilities include growing the firms market share within the territory through consultation with financial advisors/registered representatives on our products and proactively educating financial advisors/registered representatives regarding the firms distributed products and benefits making recommendations to their clients. You will also strive to become a knowledgeable resource to the broker-dealer network and internal associates on all aspects of the investment industry, competitors (direct and indirect), and products available in the market. Additionally, you will respond to technical product and competitive positioning questions as appropriate and comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established while participating in client seminars, conferences, and education forums for purposes of educating our financial advisors/registered representatives.

Salary range for this position: $85,500-126,500 per year. 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

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  • Experience in asset management, with knowledge of alternative investments preferred
  • Bachelor’s degree in business, Finance or a related field, with some experience in selling financial products
  • Series 7 & Series 63 licenses required
  • Strong interpersonal, verbal, and writing skills, and a general willingness to grow a business through relationship-building
  • 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.

What we offer

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At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include: 

  • 1 wellbeing leave day per year and a minimum of 25 days of annual leave
  • 20 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers
  • 2 days of paid volunteer leave and donation matching
  • Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability
  • Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
  • Recognition and service awards
  • Hybrid and flexible working arrangements, dependent on role
  • Reimbursement for work from home equipment

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