Position

Hybrid Wholesaler

Total Compensation Range:

$65,000-$200K+

Base Pay

$65,000 - $75,000

Variable Compensation

• Sales commission

• Performance bonus

• Profit-Sharing

Location

Eastern United States

General Job Description

You will build an eastern U.S. sales territory of RIAs and approved Broker/Dealer registered representatives. You will research and prospect financial advisors who fit Longboard’s ideal customer profile. You will lead these financial advisors through our sales process via outbound calls, LinkedIn outreach and engagement, Zoom meetings, in-person meetings, networking events, and conversations with our Portfolio Managers.

Key Responsibilities

• You are not inheriting existing accounts – you are 100% focused on the development of new Longboard Asset Management client relationships and converting those relationships into revenue-producing accounts and increasing overall gross sales.

• You will be responsible for prospecting and developing new Longboard Asset Management relationships with registered investment advisors and independent broker dealers.

• Workflow primarily consists of prospecting which includes cold calling, emails, Zoom, and/or in-person meetings, LinkedIn, and networking.

• All Sales activities will be recorded in Salesforce, with pipeline management in Monday.com.

• You will represent Longboard and yourself with the highest standards of excellence at all times.

Required & Preferred Characteristics, Knowledge, Skills & Abilities

• You have a strong entrepreneurial mindset (Required)

• You possess a series 65 license (or series 6 and 63 licenses) (Required)

• You have an intrinsic motivation and passion for the stock market (Required)

• You are able to travel to meet with colleagues or financial advisors (Required)

• You are highly competitive (Required)

• You have a demonstrated track record of leadership (Required)

• You are highly coachable and receptive to feedback (Required)

• You are energetic and truly enjoy speaking with people (Required)

• You have excellent communication skills and are extremely diligent with follow-up and follow-through (Required)

• You have a passion for wholesaling and business development (Required)

• Passion for helping Financial Advisors construct better investment portfolios (Required)

Required and Preferred Prior Years of Experience, Training, & Education:

• Minimum 3+ years of hybrid wholesaling experience selling alternative mutual funds in the following categories: systematic trend, macro, trend following, or long/short equity (Required)

• Experience with Salesforce, Morningstar, Sales Navigator, MS Office, and Slack or Teams (Required)

• Experience with Zoom, Hubspot, Portfolio Visualizer, YCharts, Monday.com (Preferred)