External Wholesale Associate

External Wholesaler Opportunity

Strategas Asset Management is looking for a mid level External Wholesaler to drive asset growth in the Firm's ETF and managed account thematic asset management business. Strategas' asset management strategies are closely aligned with and offer investment access to the Firm's II-ranked macro and thematic research. The External Wholesaler is an important client-facing professional who will partner with senior research analysts, research sales personnel and our portfolio management team to raise awareness for Strategas' ETFs, open new relationships and manage relationships across the Firm's existing national account base.

Strategas Asset Management and its sister company, Strategas Securities, are headquartered in New York City. Remote opportunities will be considered for exceptional candidates.

As an External Wholesale Associate, you may :

• Lead efforts to drive asset growth and support to our Financial Advisor clients
• Manage all follow-up for all incoming Advisor leads
• Engage non-client prospects through proactive outreach
• Develop relationships with new and existing clients to best respond to requests and provide appropriate access to Firm resources and personnel
• Coordination and execution of in-person and virtual sales meetings and marketing events
• Work with the Firm's portfolio management and marketing & communication teams to effectively execute external marketing strategies
• Broaden distribution of Strategas' market commentaries amongst Financial Advisors
• Work with the Firm's operations team to maintain relevant client data critical to sales initiatives.

What makes this opportunity great :

What we look for :

Compensation and Total Rewards Package :

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.