Executive Director & External Wholesaler, Wirehouse Channel – Greater Dallas

What you’d do

External wholesaler covering wirehouse branch offices in Greater Dallas, building relationships with financial advisors and branch managers to drive mutual fund and investment product sales. Full time; works with an internal consultant on the territory business plan. Found on the employer's careers page on Oct 10, 2026. Apply through the link.

You’ll need

• 7+ years external sales experience in asset management
• Bachelor's degree or equivalent
• FINRA Series 7, 63 or 66 licenses
• Knowledge of asset allocation and portfolio construction
• Knowledge of capital markets and alternative investments