Job Summary
- Company
- Zacks Investment Research
- Location
- Chicago, IL 60606
- Industries
- Financial Services
- Job Type
- Full Time
- Employee
- Years of Experience
- 1+ to 2 Years
- Education Level
- Bachelor's Degree
- Career Level
- Experienced (Non-Manager)
- Salary
Base Salary plus commission and bonuses
Internal Wholesaler
About the Job
Internal Wholesaler
Zacks Investment Management – Wholesale Division – is hiring Internal Wholesalers in Chicago. Potential candidates must have wholesaling experience.
About Zacks Investment Management
Since 1993, Zacks Investment Management has managed assets for pension funds, institutions and the HNW market via an SMA structure. In total ZIM manages $1.2 billion of long-only domestic equity, international and long / short portfolios. As a noted investment research firm, the parent company Zacks Investment Research was formed in 1978 by Leonard Zacks to compile, analyze, and distribute brokerage research to both institutional and individual investors. The guiding principle behind our work is the belief that earning estimate revisions are among the most potent forces in determining the future direction of stock prices.
The position of an Internal Wholesaler is to work with external wholesalers to raise assets from both the wirehouse and independent channels. Zacks Investment Management’s flag ship product is an All Cap Core SMA (separately managed account) and is the main product being sold on a wholesale level. Zacks currently has two mutual funds and 4 separately managed accounts (SMAs) that are distributed across various platforms.
Day to day responsibilities will include:
- Maintaining/Growing existing relationships within the assigned territory
- Assist in planning future trips/appointments for External Wholesalers
- Discussing and Selling Zacks investment strategies to Financial Advisors over the phone
- Develop new marketing ideas with the team
- Analyzing competitors and providing a written analysis to the sales team
- Ability to travel (hybrid wholesaler after 8-12 months of employment)
In summary, you want to raise assets within your territory in the most efficiently way possible.
Compensation:
- Base Salary
- Commission
- Activity Bonus
Job Requirements
- Series 7 (or Series 6), Series 63, Series 65 (or Series 66)
- 1+ years minimum successful experience in the wholesale industry
- Strong phone and presentation skills
- A working knowledge and passion for the equity markets
- Meticulous organizational skills
- A bachelor degree in a business related field is strongly recommended
Internal Wholesaler
Zacks Investment Management – Wholesale Division – is hiring Internal Wholesalers in Chicago. Potential candidates must have wholesaling experience.
About Zacks Investment Management
Since 1993, Zacks Investment Management has managed assets for pension funds, institutions and the HNW market via an SMA structure. In total ZIM manages $1.2 billion of long-only domestic equity, international and long / short portfolios. As a noted investment research firm, the parent company Zacks Investment Research was formed in 1978 by Leonard Zacks to compile, analyze, and distribute brokerage research to both institutional and individual investors. The guiding principle behind our work is the belief that earning estimate revisions are among the most potent forces in determining the future direction of stock prices.
The position of an Internal Wholesaler is to work with external wholesalers to raise assets from both the wirehouse and independent channels. Zacks Investment Management’s flag ship product is an All Cap Core SMA (separately managed account) and is the main product being sold on a wholesale level. Zacks currently has two mutual funds and 4 separately managed accounts (SMAs) that are distributed across various platforms.
Day to day responsibilities will include:
- Maintaining/Growing existing relationships within the assigned territory
- Assist in planning future trips/appointments for External Wholesalers
- Discussing and Selling Zacks investment strategies to Financial Advisors over the phone
- Develop new marketing ideas with the team
- Analyzing competitors and providing a written analysis to the sales team
- Ability to travel (hybrid wholesaler after 8-12 months of employment)
In summary, you want to raise assets within your territory in the most efficiently way possible.
Compensation:
- Base Salary
- Commission
- Activity Bonus
Job Requirements
- Series 7 (or Series 6), Series 63, Series 65 (or Series 66)
- 1+ years minimum successful experience in the wholesale industry
- Strong phone and presentation skills
- A working knowledge and passion for the equity markets
- Meticulous organizational skills
- A bachelor degree in a business related field is strongly recommended
Company Tools
Contact Information
Zacks Investment Research
