Securities Sales Director – External Wholesaler

Job Title: Securities Sales Director – External Wholesaler

Job Location: Hybrid – Aventura, FL

Job Description:

Trade-Backed  is a global specialty finance company that provides asset-backed liquidity to cash flow-positive businesses globally. Tradebacked is helping many Global SMEs access short-term inventory finance through our fund. We bring institutional-grade investment opportunities to our investors in a localized structure. Our professional finance team has aggregate global experience of funding multiple SMEs around half a billion through different fund houses and financial institutions. Our clients benefit from a company on a human scale and flexibility; we constantly innovate to bring added value to our customers.

Here is your opportunity to join this leading organization and dynamic team.

Primary responsibilities/accountabilities of the job

• Manage and expand our existing book through new investment sales.
• Prospect and generate new investment relationships with RIAs, wealth managers, broker-dealers, family offices, and other advisors.
• Has its own Rolodex of advisors, RIA, or CPAs..
• Develop relationships and raise capital for TradeBacked distributed offerings through the following: meeting with advisors in the territory in person, conducting client seminars, attending broker/dealer conferences and annual meetings, and building relationships with sales management at key firms.
• Represent Tradebacked Inc at meetings and industry associations.
• Meet and exceed investment sales goals.

Experience 

• 5+ years of relevant experience.
• Must have an in-depth knowledge of investment products, financial markets and competitive landscape, product performance, and investment management philosophy.
• Prior investment wholesaling experience is required, specifically in trade finance entities.
• Excellent phone sales skills.
• Results driven.
• Excellent interpersonal skills.
• Extensive contacts with independent advisors (versus broker-dealers) are highly desired.

Rewards

• Base salary
• Incentive compensation
• Internal growth opportunities

Job Type – Full time
Work – Hybrid

Tradebacked Inc’s policy is to ensure equal employment opportunities to all qualified persons without regard to race, gender, religion, age, national origin, citizenship status, disability, qualified veteran status, marital status, or sexual orientation.

Application Instructions:

Email – Sumit Saraf at [email protected]