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.

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Job Type:

Regional Marketing Associate (Internal Wholesaler) (1094-260)

New York, NY

The Regional Marketing Associate is responsible for supporting and selling
mutual fund and separate account wrap products over the phone to third-party
distributors who have entered into an agreement with the firm. The RMA will
partake in ongoing focus Firm campaigns, Firm initiatives, maintain existing
relationships, provide ongoing support to clients and continually qualify
new leads for the external wholesalers. The RMA will also respond to inbound
client calls, answers product questions, and provides performance data in an
effort to solicit business.

Utilize knowledge of company products in an effort to develop business
Proactively follow up with clients and prospective clients in a timely
Promote the sale of the companys proprietary mutual funds through internal
and external distribution channels, assist with the development of sales
tools/collateral, and deliver product training to both internal and external
Determine which financial product(s) the Firm offers best suits the
potential advisor
Initiate and maintain sales and service relationship with broker consultants
to promote the sale of the company’s products
Profile & qualify new leads for the External Wholesalers (Regional Marketing
Follow-up Calls
Thank you Calls
Fund/Firm Update Calls
Responsible for mailings/literature requests
Assist external wholesaler with scheduling supplemental appointments with
Work closely with wholesalers to develop marketing strategy to manage
assigned territory
Prepare weekly action plan and review it daily to determine each days call
Develop & maintain relationships with all producers & prospects via the
Main point of contact for all producers and prospects
Respond to any inbound inquiries regarding the funds and the firm
Travel with the External Wholesaler (Regional Marketing Manager) twice per
Attend conferences when appropriate

Undergraduate Degree or an equivalent combination of training and experience
A cumulative Grade Point Average (GPA) of 3.0 or above in a 4.0 scale
2-5 years’ experience in a client support or internal sales role
2-5 years’ experience in the mutual fund/financial services industry
Position requires FINRA Series 7 and Series 63 registrations
Excellent verbal and written communication skills
Experience with sales calls essential
Must meet required outbound call/contact activity levels as set by Manager,
Maintain a minimum of 20 quality contacts per day
Proficiency in Microsoft Office products
Must have excellent follow-up skills
Experience with CRM system is required, Salesforce.com preferred
Comprehensive knowledge of mutual fund/financial industry products and

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