Assistant Vice President, Internal Wholesaler bei Antares

Job Description

The Assistant Vice President, Internal Wholesaler is a key member of the distribution team, responsible for helping drive market share growth by partnering with financial advisors and registered representatives in a dedicated geographic region. This role combines deep product knowledge, consultative sales, and a commitment to exceptional client service. Partner with External Wholesaler to drive market share growth in the retail financial advisors channel.

RESPONSIBILITIES

• Support the external Wealth Distribution team in building and deepening relationships with existing and potential clients by prospecting through direct outreach, meeting coordination and management of investor inquiries.
• Assist with administrative client management tasks such as scheduling, follow-up material coordination, group meeting planning and client relationship management system maintenance.
• Act as a point of contact for existing investors and be responsible for leveraging the full resources of the firm to coordinate responses to all investor inquiries.
• Support prospecting efforts through proactive, self-directed outreach.
• Coordinate client meetings and conference calls with prospects and existing clients.
• Educate financial advisors and on the firm’s investment products,
• Serve as a knowledgeable resource to the broker-dealer network regarding competitor products and current market trends
• Respond to technical product and competitive positioning questions, ensuring compliance with FINRA, SEC, and internal guidelines.
• Develop and maintain strong client relationships, acting as a trusted partner and consultant.
• Track industry trends and developments, staying up to date with new products and services.
• Perform market analysis and assist in the development of sales presentations.
• Collaborate with internal departments, such as product specialists, marketing, and compliance to ensure alignment with sales strategies and compliance with internal and regulatory requirements.

Competencies

• Communication: Delivers clear, timely, and effective communication; actively listens and adapts to audience needs.
• Collaboration: Builds strong relationships, leverages resources, and works effectively across teams.
• Ownership & Accountability: Manages competing priorities, meets deadlines, and takes responsibility for outcomes.
• Problem-Solving: Identifies challenges, develops solutions, and follows through on commitments.
• Business Acumen: Applies knowledge of business drivers, best practices, and operational processes.
• Client Service: Demonstrates a client-first attitude and excels in relationship building.
• Analytical Skills: Applies strong analytical and problem-solving abilities to business challenges.
• Technical Proficiency: Proficient in Microsoft Office and CRM systems (e.g., Microsoft Dynamics).
• Intellectual Curiosity: Eager to learn, adapt, and implement new ideas.
• Entrepreneurial Spirit: Self-motivated, proactive, and able to work independently and collaboratively.
• Regulatory Compliance: Maintains strict adherence to regulatory and internal standards.
• Market & Industry Insight: Keeps current with industry trends, competitor offerings, and market conditions.
• Consultative Approach: Acts as a partner and consultant to advisors, focusing on their needs and business growth.
• Digital Savvy: Utilizes digital tools and platforms to enhance communication and sales effectiveness.
• Ethical Judgment: Upholds high ethical standards and integrity in all interactions.

Qualifications

• Bachelor’s degree in business, finance, or related field.
• Series 7 & 63 licenses required.
• Experience in asset management; knowledge of alternative investments preferred.
• Minimum 3-6 years of relevant experience in financial services or asset management sales.
• Strong interpersonal, verbal, and written communication skills.

The Fine Pring

• Must have unrestricted authorization to work in the United States.
• Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check.
• Must be willing to work from an Antares office and travel as needed.

Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

A reasonable estimate of the current base salary range at the time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is comprised of several components, including but not limited to applicant's skill, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and the location of the position.

This role is eligible for a discretionary annual bonus (based on company, business unit and individual performance).

Our benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.

Salary Range

$100,000 - $125,000

To learn more, visit www.antares.com. Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.