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:
191-227

Job Type:
Permanent

Title:
Internal Wholesaler (191-227)

Location:
Chicago

Description:
Investment management firm seeks Internal Wholesaler who will support the
sales team, increase sales and open new markets, working with financial
intermediaries/institutional prospects and servicing existing clients. Up to
25% travel.

RESPONSIBILITIES:
Identify/pursue new opportunities (research prospects, identify leads and
actively follow up)
Acquire deep knowledge of firmís philosophy/products; maintain competitive
intelligence
Educate prospects and effectively communicate firmís strategy
Provide clients/prospects with phone based consultative sales approach
Communicate proactively/consistently with sales team; provide them
reports/documents as needed
Document activity details in CRM database
Build strong working relationships with internal investment
professionals/client services/others
Participate in weekly sales calls/quarterly sales meetings

REQUIREMENTS:
College degree
2-4 years internal wholesaler/sales experience in investment
management/financial services
FINRA Series 7/66
Excellent verbal/written communication and organizational skills; strong
attention to detail; self-motivated; ability to work effectively/efficiently
and prioritize/multi-task

Category:
Sales and Marketing

Contact:
zach@bcius.com