New York, New York, United StatesOn-sitePosted 10 hours ago
Finance & Banking
About the Role
Corgi Invest is seeking an ETF External Wholesaler in New York for a defined territory in the U.S. market. You will build and maintain relationships with financial advisors, conduct in-person meetings, calls, and presentations to educate on ETF strategies and products.
You will collaborate with internal sales, marketing, and product teams, develop territory business plans, track activity, and ensure compliance in all client communications. Prior wholesale or ETF experience is preferred.
#J-18808-Ljbffr
What You'll Do
Corgi Invest is seeking an ETF External Wholesaler in New York for a defined territory in the U.S.
market.
You will build and maintain relationships with financial advisors, conduct in-person meetings, calls, and presentations to educate on ETF strategies and products.
You will collaborate with internal sales, marketing, and product teams, develop territory business plans, track activity, and ensure compliance in all client communications.
