Strong organizational skills, technical expertise in mutual funds, SMAs, ETFs, model portfolios, and alternative investments, extensive capital markets knowledge, a keen understanding of the competitive landscape, and a demonstrated ability to quickly grasp new concepts. Work in conjunction with a Regional Coordinator (internal wholesaler) to drive sales through geographically distinct, or select segmented firms, to identify and foster leads generated from segmentation, referrals, ad campaigns, and territory canvassing.