External Wholesaler
3 weeks ago
**The Company**
Launched in 2014, InvestX’s goal is to bring transparency and trust to an opaque marketplace. InvestX is a leading cross border, tech-enabled asset manager and pioneer in the pre-IPO equity market. InvestX provides the $30 trillion dollar wealth management industry with the ability to access, invest and trade in late-stage private companies. Through its marketplace, proprietary trading platform (InvestX GEM) and unique insights into growth equity, InvestX empowers broker deals and advisors to provide their clients access to the highest quality private investments and simplify the complexities of transacting in the private markets. On behalf of its clients and for its own managed funds, InvestX has invested over US$500 million in portfolio companies that include Palantir, Airbnb, SoFi, Spotify, DocuSign, SpaceX and many others.
**About the Role**
This is a fast-moving position. To be successful in this role requires the stamina of running a marathon, and the ability to run a series of sprints within that marathon.
You are a top performing hybrid, external wholesaler, equity trader or an institutional salesperson. You have high energy, excellent communication skills and are highly organized. You can also communicate equally well with accredited investors and sophisticated hedge fund managers.
**Preferred Location**:
- Canada - Toronto, ON
**Key Accountabilities**
- Perform pro-active sales calls, meetings, and sales campaigns to promote InvestX product offerings to existing and new financial advisors and investors.
- Raise and retain assets under management within a geographic territory by conducting proactive phone calls, and one-on-one and group appointments. These meetings will be both in person and virtually, with financial advisors and direct investors to share sales ideas, provide product information, gather marketing data, and offer sales support.
- Deliver effective presentations to promote InvestX Private Equity investment offerings and competitive advantages.
- Develop and implement a business plan and sales strategy.
- Develop and enhance industry and product knowledge to effectively communicate and build credibility with financial advisors and investors.
- Update daily call activities and maintain accurate advisor records within Salesforce on a timely basis; perform ongoing territorial sales and asset reporting.
- Maintain a comprehensive understanding of market, advisor, and investor trends.
- Work closely with and actively support efforts of other Distribution Team members.
- Achieve activity targets.
**Qualifications**
- Bachelor's Degree.
- Minimum 5 years of wholesaling experience in the financial services industry.
- Private equity, alternative investment, equity trading and/or wealth management experience.
- Knowledge of or experience in securing product selling agreements with Broker/Dealers and RIAs is a plus.
- Highly and self motivated to build relationships and close sales.
- Effective communicator (written and verbal) with sound interpersonal and team building skills.
- You are passionate and have a strong desire to grow and succeed.
- Ability to prioritize activities, meet deadlines and work under pressure in a fast-paced, entrepreneurial environment.
- FINRA Series 7, 63 or 66, clean U4.
- Eligibility to travel between the US and Canada to attend meetings; ability to travel as needed.
- A Criminal Record Check and Credit Check is required for this position.
- As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our teams. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. InvestX will consider accommodation requests._
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