Financial Wholesaler


Company:: Partners Group
Location:: New York City, NY
Job Type:: Full Time
Category:: Private Equity/VC


Posted:: 2/12/2013

Related Jobs

APPLY NOW

Job Description

To complete our team, we are looking for a candidate to join as a Financial Wholesaler.

In this position your primary responsibility will be to support the growth of Partners Group's business by building and broadening client relationships with wealth managers, registered investment advisers and small institutional investors. Additional responsibilities may include but are not limited to (i) developing and maintaining product-specific marketing materials, (ii) preparing due diligence responses and otherwise supporting fund operations, (iii) coordinating meetings and other client-related functions, and (iv) sourcing potential private market investment opportunities.

For this challenging position we are looking for a person who works well in an entrepreneurial organization and who possesses strong networking, communication and organization skills. A competitive compensation package and significant long-term growth opportunities are available to qualified candidates.

The successful candidate should have the following profile:

BA/BS from a top-tier university with a degree in finance, business, economics, or a related field
One to three years of experience in wealth management, external/internal wholesaling, institutional financial sales or investment banking
Preference for private equity-related experience and/or background
Preference for Series 7/63 licensed individuals
Superior oral and written communication skills
Demonstrated sales and relationship management success
Entrepreneurial, self-starter that works well in an unstructured environment
Ability to work collaboratively in a team-oriented environment
A high level of energy, tenacity, and a willingness to travel extensively

If you want to become part of a very team-oriented, flat, young and dynamic organization where your contribution will be recognized and rewarded, please apply online at www.partnersgroup.com/careers or http://internet1.refline.ch/187963/0480/++publications++/1/index.html .

APPLY NOW