External Wholesaler

External Wholesaler

 

Founded in 1984, CooksonPeirce concentrates on total return, investing in common stocks selected by our proprietary quantitative model.  Our strategy has lead to outstanding results in our SMA All-Cap Equity portfolio and our fund, Cookson Peirce Core Equity (CPEQX). 

 

The majority of the $570 Million in assets under our management are in private accounts; however, the future growth of the firm will be concentrated in the SMA and Mutual Fund marketplaces.  Our SMA product and fund are already on several national and regional platforms.  This new focus opens up an excellent opportunity for the right person.   

 

We are looking for an experienced sales professional who wants to take on an entrepreneurial challenge.  Your primary responsibility will be wholesaling our mutual fund and SMA products by proactively developing relationships within the broker/dealer and RIA channels.  You will create an individual marketing plan aligned with the corporate marketing plan to ensure that annual growth goals are met.  The position will report to the President. 

 

Requirements:

  A demonstrated track record of generating new business through established contacts with financial professionals in the Mid-Atlantic and East Coast regions. Bachelor’s Degree, Master’s degree or professional designation preferred. Series 65 License or equivalent. Strong entrepreneurial drive and communication skills. Experience selling products based on a quantitative strategy is preferred.

 

CooksonPeirce offers a highly competitive compensation package and benefits program which includes health insurance, paid vacation, and 401K/Profit Sharing Plan.  We will provide an agreed upon budget for travel and related expenses.  This is truly an entrepreneurial opportunity within a well established business.  We are seeking an individual with a long-term commitment to the same quality, continuity, and excellence we provide to our clients and each other. Exceptional performance can lead to an offer to participate in equity ownership in the firm. 

 

Please email your cover letter and resume in confidence to dsh@cooksonpeirce.com or fax them to (412) 471-4563, attention Daniel S. Henderson, President.