Mutual Funds Internal Wholesaler (HYBRID)

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.  

Equitable is seeking an experienced Mutual Funds Internal Wholesaler to join our team!  This role is dedicated to the distribution of Equitable Investment Management Model Portfolios and the 1290 Funds family of retail mutual funds issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships with firms and financial advisors, while maintaining our relationships with existing partners.

This position offers a hybrid work schedule, with an on–site presence 3 days per week in our Charlotte, NC office, combining flexibility with team collaboration. 

What You’ll Be Doing

Responsibilities

• Drive sales opportunities by initiating and following up on sales conversations, sharing strategic sales ideas, responding to product inquiries, preparing proposals and illustrations, and supporting new product launches.

• Deliver a high-quality client experience by coordinating meeting coverage, preparing for due diligence discussions, developing wholesaler communications and training, and providing sales analysis and insights.

• Partner closely with sales teams to drive growth within the assigned region while building and strengthening relationships with key intermediaries.

• Understand client and intermediary needs and coordinate resources across the organization to provide responsive, solutions-focused support.

• Build and leverage strategic relationships with investment providers, financial professionals, and clients to strengthen engagement and uncover new business opportunities.

• Communicate investment perspectives effectively, helping articulate key messages related to portfolio strategy, market developments, and evolving investment opportunities.

The base salary for this position is $60,000. This role is eligible for variable compensation. 

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits:  Equitable Total Rewards Program