External Wholesaler/Specialist

Throughout our history, Eaton Vance has operated with one purpose: to serve our clients’ investment needs. We seek to provide investors with consistent performance, top-quality service and value-added strategies across a range of investment disciplines. In managing client portfolios, we continuously adhere to established investment disciplines and balance the pursuit of return with the careful management of portfolio risk.

• Responsible for representation of products distributed and marketed by Eaton Vance Distributors in the Central Mid-West territory.
• Act in consultative manner with sophisticated advisors in implementing advanced strategies.
• Identify client needs and coordinate efforts to service assigned advisors.
• Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint.
• Exhibit proficiency in meeting with advisors and their largest clients.
• Conduct strategy training meetings at branch and regional level for advisors and regional management of partner firms.
• Work in conjunction with an Internal Specialist to fulfill the business plan for the territory.
• Understand and follow the Strategy Specialist guidelines.
• Submit call and expense reports in a timely manner.
• Participate in conference calls.

• Bachelor’s degree or equivalent.
• Minimum 7 years financial services experience, with 2 years external sales experience preferred.
• FINRA Series 7, 63/65 or 66.
• Highly motivated and a self-starter with proven leadership skills.
• Proven ability to work independently with measurable results in a fast paced, challenging environment.
• Must be able to demonstrate proficiency in communicating esoteric and complex strategies.
• Ability to drive results, positively influence and leverage relationships
• Must be able, when requested, to work collaboratively with other EV wholesalers or specialists.
• Must be able to handle consistently active rotation and travel schedule.
• Strong communication and presentation skills.
• Must be extremely motivated and have demonstrated sales success and job performance.
• Must be comfortable with technology