Regional Marketing Associate (Internal Wholesaler)

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Position Details

ALGER
Inspired by Change, Driven by Growth

Alger is widely recognized as a pioneer of growth style investment management. We have been an independent, privately owned firm since our inception in 1964. Over the past 45 years, we have had three leaders with one vision: Maintaining the legacy and continuity of the Alger Investment Philosophy, which is companies undergoing Positive Dynamic Change offer investors the best long-term growth potential. We strive to deliver consistently superior investment results for our clients. Investment management is our only business. Our independence enables us to remain true to our investment beliefs.

Why Alger?
·         Since 1964, an independent company
·         Proprietary, bottom-up fundamental research
·         Vibrant, research intensive culture
·         Proven, repeatable and consistent investment process
·         Dedicated to helping our clients achieve their investment goals 

Fred Alger Management, Inc. offers investment advisory services to separately managed, sub-advised and wrap accounts. Fred Alger & Company, Incorporated offers retail mutual funds as well as institutional funds for defined benefit and defined contribution plans. For more information, please visit www.alger.com.

The Regional Marketing Associate is responsible for supporting and selling our mutual fund and separate account wrap products over the phone to third-party distributors who have entered into an agreement with Alger. The Regional Marketing Associates partake in ongoing focus Firm campaigns, Firm initiatives, maintain existing relationships, provide ongoing support to clients and continually qualify new leads for the external wholesalers. He/she will responds to inbound client calls, answers product questions, and provides performance data in an effort to solicit business.
New York, New York
Market Rate
Full Time
N/A
Not Specified
Vice President, Director of Regional Marketing Associates

Position Requirements

Duties & Responsibilities:

  • Utilizes knowledge of company products in an effort to develop business.
  • Proactively follows up with clients and prospective clients in a timely manner.
  • Promotes the sale of the company's proprietary mutual funds through internal and external distribution channels, assists with the development of sales tools/collateral, and delivers product training to both internal and external audiences.
  • Determine which financial product(s) the Firm offers best suits the potential advisor.
  • Initiate and maintain sales and service relationship with broker consultants to promote the sale of the company’s products.
  • Profile & qualify new leads for the External Wholesalers
  • Follow-up Calls
  • Thank you Calls
  • Fund/Firm Update Calls
  • Responsible for mailings/literature requests
  • Assist external wholesaler with scheduling supplemental appointments with advisors
  • Works closely with wholesalers to develop marketing strategy to manage assigned territory
  • Prepares weekly action plan and reviews it daily to determine each day's call plan.
  • Develop & maintain relationships with all producers & prospects via the phone.
  • Main point of contact for all producers and prospects.
  • Respond to any inbound inquiries regarding the funds and the firm.
  • Travel with the External Wholesaler twice per year.
  • Attend conferences when appropriate.

Qualifications:

  • Bachelor’s degree preferred
  • Two years experience in a client support or internal sales role required.
  • Two years experience in the mutual fund/financial services industry required.
  • Must have a Series 7 & Series 63
  • Excellent verbal and written communication skills
  • Experience with sales calls essential
  • Must meet required outbound call/contact activity levels as set by Manager, Maintain a minimum of 20 quality contacts per day.

Skills:

  • Advanced computer skills need, especially Microsoft Outlook, Word, and Excel
  • Must have excellent follow-up skills
  • Comprehensive knowledge of mutual fund/financial industry products and services
  • Strong attention to detail with the ability to manage multiple tasks simultaneously

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