Associate Regional Director - Hybrid Wholesaler

🕒 June 23, 2025

🏢🏡 New York City – Hybrid

💵 $100k / year

⏰ Full Time

🔴 Lead

👔 Director

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Alger

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded in 1964, Alger is recognized as a pioneer of growth-style investment management. Privately-owned and headquartered in New York City, Alger can help “Unlock Your Growth Potential” through a suite of growth equity separate accounts, mutual funds, ETFs, and privately offered investment vehicles. Alger’s investment philosophy, discovering companies undergoing Positive Dynamic Change, has been in place for 60 years.

📋 Description

• Serve as primary point of contact for third-party distributors • Support firm initiatives by maintaining relationships and qualifying new prospects • Identify and position financial products to align with advisor client needs • Profile and qualify advisors to uncover new business opportunities • Contribute to sales tools and marketing collateral • Deliver product education and training to internal and external audiences • Build relationships with producers through outreach and meetings • Partner with external wholesalers for meetings and activities coordination • Prepare and deliver monthly activity reports to Internal Sales Desk Manager • Ensure compliance with regulatory guidelines

🎯 Requirements

• Undergraduate degree required • GPA of 3.0 or above • 3-5 years of internal or external wholesaling experience in mutual fund or equivalent industry • FINRA Series 7 and 63 registrations required • Experience with CRM systems, Salesforce preferred • Comprehensive knowledge of mutual fund/financial products • Proficiency in Microsoft Office products

🏖️ Benefits

• Comprehensive personal wellness program offers resources for physical well-being • Ample training and educational platforms for employees • 401(k) with generous employer match • Paid time off, sick leave, medical and parental leave programs • Health club membership reimbursement program • Employee assistance programs