External Wholesale Associate - Strategas : Job Details

Strategas Asset Management is looking for a mid level External Wholesaler to drive asset growth in the Firm's ETF and managed account thematic asset management business. Strategas' asset management strategies are closely aligned with and offer investment access to the Firm's II-ranked macro and thematic research. The External Wholesaler is an important client-facing professional who will partner with senior research analysts, research sales personnel and our portfolio management team to raise awareness for Strategas' ETFs, open new relationships and manage relationships across the Firm's existing national account base.

Strategas Asset Management and its sister company, Strategas Securities, are headquartered in New York City. Remote opportunities will be considered for exceptional candidates.

As an External Wholesale Associate, you may:

• Lead efforts to drive asset growth and support to our Financial Advisor clients
• Manage all follow-up for all incoming Advisor leads
• Engage non-client prospects through proactive outreach
• Develop relationships with new and existing clients to best respond to requests and provide appropriate access to Firm resources and personnel
• Coordination and execution of in-person and virtual sales meetings and marketing events
• Work with the Firm's portfolio management and marketing & communication teams to effectively execute external marketing strategies
• Broaden distribution of Strategas' market commentaries amongst Financial Advisors
• Work with the Firm's operations team to maintain relevant client data critical to sales initiatives.

What makes this opportunity great:

• Be a part of a growing team who believes in success
• Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership

What we look for:

• Bachelor's degree required
• 5+ years of experience in investment product sales and distribution or marketing
• A deep understanding of the ETF/fund industry structure
• Series 7, 63 and 65/66 preferred, or ability to acquire required licensing within 6 months of start date
• Demonstrated ability to handle multiple and complex tasks with little or no supervision
• Exceptional organizational skills and the ability to meet designated deadlines
• Excellent communication and presentation skills with an ability and confidence to prepare and lead presentations with internal and external contacts
• Willingness to travel extensively

Compensation and Total Rewards Package:

• Annual salary range $110,000 - $140,000
• Bonus potential
• Compensation and bonus are commensurate with experience, performance and/or firm profitability
• Check out our Total Rewards at Baird, which is a summary of our benefits and compensation

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.