Job Description

Choose a job you love, and you will never have to work a day in your life. — Confucius

Client PM/Wholesaler

  • Job Tag: #LI-JA1
  • Posted: May 16,2023

We are partnered with a privately held leader in the impact investing space to help them find a Client PM/Wholesaler. The firm was established more than twenty years ago and is fully committed to leading the charge for positive environment and social outcomes in the investment space across fixed income, equities and alternatives.  They provide investment management services to institutions and individuals through mutual funds and separate accounts and have a vision is to be the premier impact investment manager providing client-driven solutions and excellent client service.

We are looking for an energetic, self-starter with at least a few years of experience and demonstrated success wholesaling to Intermediary Platforms. Strong preference for sales experience with Wirehouses and RIAs. This person will have the opportunity to cover 1/3 of the United States with geographic flexibility (outside of the West Coast). Experience in/passion for ESG/Impact investing a bonus. 

The position can be based in the home office or fully remote for the right individual. If interested, please reach out to

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