Mutual Funds Internal Wholesaler; HYBRID

Job Description - Mutual Funds Internal Wholesaler (HYBRID) (260000GM)

Mutual Funds Internal Wholesaler (HYBRID) ( 260000GM )

UNITED STATES-NC-Charlotte

Equitable

Full-time

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a missionwe’vehoned since 1859.

Equitable is seeking an experienced Mutual Funds Internal Wholesaler to join our team!

This role is dedicated to the distribution of Equitable Investment Management Model Portfolios and the 1290 Funds family of retail mutual funds issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships with firms and financial advisors, while maintaining our relationships with existing partners.

This position offers a hybrid work schedule
, with an on–site presence 3 days per week in our Charlotte, NC office
, combining flexibility with team collaboration.

Drive sales opportunities by initiating and following up on sales conversations, sharing strategic sales ideas, responding to product inquiries, preparing proposals and illustrations, and supporting new product launches.

Deliver a high-quality client experience by coordinating meeting coverage, preparing for due diligence discussions, developing wholesaler communications and training, and providing sales analysis and insights.

Partner closely with sales teams to drive growth within the assigned region while building and strengthening relationships with key intermediaries.

Understand client and intermediary needs and coordinate resources across the organization to provide responsive, solutions-focused support.

Build and leverage strategic relationships with investment providers, financial professionals, and clients to strengthen engagement and uncover new business opportunities.

Communicate investment perspectives effectively, helping articulate key messages related to portfolio strategy, market developments, and evolving investment opportunities.

Client Relationship Management: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Strategic Sales Planning: Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.

The base salary for this position is $60,000
. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Bachelors Degree, or equivalent professional work experience

1+ years of experience within capital markets, financial services, or a related industry with a introductory understanding…