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Alger
New York, New York, United States • On-site
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The Regional Associate supports and sells mutual funds and ETFs to third-party distributors via phone. They are responsible for qualifying leads, maintaining client relationships, and coordinating with external wholesalers to manage assigned territories.
Candidates must have a bachelor's degree in a quantitative field with a minimum 3.0 GPA and 2-5 years of experience in financial services sales. FINRA Series 7 and 63 registrations are required for the position.
Job Title: Regional Associate
Reports to (title): Senior VP, Head of National Accounts
Job Description:
The Regional Associate (RA) is responsible for supporting and selling our mutual funds, exchange-traded funds, and separate account wrap products over the phone to third-party distributors. The RA will partake in ongoing focus Firm campaigns, Firm initiatives, maintain existing relationships, provide ongoing support to clients, continually qualify new leads for the external wholesalers, and provide performance data in an effort to solicit business.
Duties & Responsibilities:
Fundamental Research & Investment Analysis
Qualifications:
Skills:
Strong attention to detail with the ability to manage multiple tasks simultaneously
Salary Expectations: $80,000-85,000 base salary plus commission and discretionary bonus per performance
Alger is proud to be an E-Verify & Equal Opportunity Employer. It is Alger’s policy to provide equal employment opportunity to all employees and applicants for employment. No qualified applicant or employee of Alger shall be discriminated against in employment on the basis of race, national origin, ancestry, religion, gender (including gender identity and gender expression), mental or physical disability, age, sex, sexual orientation, genetic information, military or veteran status, or any other status protected by law (“Protected Characteristic”). This Policy applies to all terms, conditions, and privileges of employment, including but not limited to, hiring, compensation, benefits, promotion, and termination.
Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this job description at any time. This job description is not to be construed as a contract for employment.
Fred Alger & Company, LLC is an Equal Opportunity Employer
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