Intermediary Sales Consultant

Flexible, California
Commensurate with experience
Apr 26, 2021
Jun 18, 2021
Industry Sector
Asset Management
Employment Type
Full Time

About the Position

Hotchkis & Wiley is seeking a highly motivated individual to become part of our Firm. The Intermediary Sales Representative will work closely with the Head of Intermediary Sales.  This individual will focus their energies on selling Hotchkis & Wiley’s investment strategies through intermediaries that include RIA’s, Banks, Multi-Family Offices and large Broker Dealer advisor teams. The success of this position will be directly related to the candidate’s ability to develop personal and professional relationships with both external and internal constituents. The position will be focused on the western territory.

Specific Responsibilities Include

  • Managing a large territory with a multi-city rotation
  • Conducting meetings with existing clients and building out new relationships
  • Promoting Hotchkis & Wiley and value investing in a variety of settings including conferences; seminars and both group and one-on-one branch presentations
  • Organizing and leading portfolio manager conference calls and road shows

 Skills & Experience Required

  • Bachelor’s Degree (CFA a plus) with excellent academic credentials
  • 10-15 years of mutual fund and/or separate account sales experience
  • Demonstrated track record of asset growth and surpassed sales goals
  • Existing relationships within the RIA, Bank and Multi-Family Office community
  • Experience managing a broad-based, multi-state territory
  • Ability to travel and entertain outside the office on a regular basis
  • Confident public speaking ability with strong presentation skills
  • Familiarity in discussing performance attribution; portfolio analysis and outlook for equity and fixed income products
  • An independent and self-sufficient approach who is comfortable working remotely 
  • Specific knowledge of value equity and high yield fixed income products
  • Diverse interpersonal skills for communicating with sales; marketing and portfolio management professionals within the firm
  • Formal sales training
  • CIMA preferred
  • Series 6/7 and 63 licensed

Please apply at:

About Hotchkis & Wiley

Hotchkis & Wiley is an institutional asset management firm overseeing U.S. and global value equity and high yield portfolios for clients worldwide.  For more information please refer to our website,


Hotchkis & Wiley is an Equal Opportunity employer (EEO), and all employees and applicants will be entitled to equal employment opportunities when employment decisions are made. Hotchkis & Wiley will take affirmative action to recruit, hire, train and promote individuals in all job classifications without regard to race, religion, color, age, sex, national origin, citizenship, pregnancy, veteran status, sexual orientation, physical or mental disability, gender identity, or membership in a historically under-represented group.

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