New
Internal Wholesaler, Wealth Solutions
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![]() United States, New York, New York | |
![]() 125 West 55th Street (Show on map) | |
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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? Press space or enter keys to toggle section visibility 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.
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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 Press space or enter keys to toggle section visibility 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:
About Macquarie Asset Management Press space or enter keys to toggle section visibility 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 Press space or enter keys to toggle section visibility 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. |