Internal Wholesaler Analyst

Posted 5 Days Ago
Be an Early Applicant
New York, NY
Junior
Financial Services
The Role
The Internal Wholesaler Analyst supports External Wholesalers by initiating communication efforts, cultivating relationships with Financial Advisors, providing after-sales support, coordinating marketing campaigns, and staying informed on industry developments.
Summary Generated by Built In


Job description

  • Support External Wholesalers across multiple regions in a fundraiser and sales support role by initiating outbound calls, emails, marketing campaigns and ad-hoc requests

  • Partner closely with External Wholesalers to cultivate new prospects within the RIA and Multi-Family Office channels

  • Liaise with Financial Advisors at banks, wirehouses, independent broker-dealers and Registered Investment Advisors (RIAs)

  • Provide comprehensive after-sales support for Financial Advisors by communicating on fund/firm/market updates

  • Follow up with Advisors after in-person and virtual meetings to provide additional information and inquire about further needs

  • Convert Financial Advisors who have yet to commit to alternative investments into allocators

  • Coordinate planning of roadshows/meetings/conference calls for External Wholesalers as well as other members within the Ardian organization

  • Develop deep understanding and product knowledge of Ardian's funds with strong positioning strategies

  • Work in coordination with External Wholesalers to create compelling marketing campaigns

  • Maintain and ascertain competitive intelligence by staying apprised of industry news, attending meetings, conferences and trainings

Required skills / profile

  • Bachelor’s degree or equivalent work experience

  • 1-3 years in the financial services industry with a minimum of 1 year in a sales-oriented role

  • Excellent written and oral skills

  • Proven ability to cultivate relationships with strong presentation skills

  • Desire to work in a sales role within a larger Investor Relations business

  • Excellent organizational skills

  • Series 7 & 63 licenses (or equivalent) required

The Company
New York, NY
1,134 Employees
On-site Workplace
Year Founded: 1996

What We Do

Ardian is a world-leading private investment house with assets of US$130bn managed or advised in Europe, North America, and Asia. The company is majority-owned by its employees. It keeps entrepreneurship at its heart and focuses on delivering excellent investment performance to its global investor base.
Through its commitment to shared outcomes for all stakeholders, Ardian’s activities fuel individual, corporate and economic growth around the world.

Holding close its core values of excellence, loyalty and entrepreneurship, Ardian maintains a truly global network, with more than 850 employees working from fifteen offices across Europe (Frankfurt, Jersey, London, Luxembourg, Madrid, Milan, Paris and Zurich), the Americas (New York, San Francisco and Santiago) and Asia (Beijing, Singapore, Tokyo and Seoul). It manages funds on behalf of round 1,000 clients through five pillars of investment expertise: Fund of Funds, Direct Funds, Infrastructure, Real Estate and Private Debt.

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