BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:

Job Type:

Internal Sales Associate (783-206)

New York, NY

Internal Sales Associate/Wholesaler (783-206)

Managed futures fund seeks Internal Sales Associate for US distribution team,
focused on sales/client service within broker-dealer/RIA channels for Managed
Futures mutual fund and private placements.

RESPONSIBILITIES: Work with external wholesaler to develop/execute sales plan
for territory, focusing on acquisition/development/retention
Market outbound calls/emails to prep for visit by external; secure meetings
and coordinate logistics with administrative travel planner
Assist with client relationship management - manage/resolve client
Research leads/opportunities; develop/implement call campaigns; stay
current/fluent on market events/competitive landscape
Additional projects and tasks as required

REQUIREMENTS: Bachelorís degree
FINRA Series 7 and Series 63 licenses
1-5 years of experience in direct sales; experience in managed futures, mutual
funds or alternative investments preferred
Results focused with excellent attention to detail; team-player with strong
interpersonal skills; strong time management and organizational skills; must
be a self-starter with strong initiative able to function as part of a global
team; must be very organized with ability to manage multiple projects
Experience with Sales Force and/or CRM software preferred

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