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Securities Sales Director – External Wholesaler

Job Title: Securities Sales Director – External Wholesaler

Job Location: Remote

Job Description:

Trade-Backed is a private credit firm 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 aggregated global experience of funding multiple SMEs around half a billion through different funds 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 relationships through new investment sales.
  • Prospect and generate new investment relationships with RIAs, wealth managers, broker-dealers, family offices, and other advisors.
  • Develop relationships and raise capital for TradeBacked distributed offerings through the following: meetings, conducting client seminars, attending 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 relevant experience.
  • Have existing relationships with RIAs and wealth managers.
  • 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.
  • Must be Series 7, 63 or 65 licensed

Rewards

  • Base salary
  • Incentive compensation
  • Internal growth opportunities

Job Type – Full time
Work – Hybrid

It is the policy of Tradebacked Inc 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:

If interested, kindly write to ss@tradebacked.com