Cantor Fitzgerald · 4 days ago
Regional Consultant, Cantor Fitzgerald Asset Management
Cantor Fitzgerald is a leading global financial services firm, and they are seeking a Regional Consultant for their Asset Management division. This role involves driving sales of various investment solutions, executing strategic outreach, and partnering with a Regional Director to manage and convert prospects into assets under management.
Responsibilities
Drive sales of our mutual funds, SMAs, interval funds, REITs, DSTs, and QOFs with RIAs, wirehouses, and independent broker-dealers
Execute strategic outbound calling and virtual meeting strategy to reach, engage, and convert prospects
Develop and deliver powerful product presentations that close business
Partner with your Regional Director to identify top opportunities and design winning territory strategies
Manage your pipeline like a pro. Log every call, track every prospect, and follow through relentlessly until the deal is done
Stay sharp on competitive positioning, industry trends, and our full suite of products to keep us top-of-mind with advisors
Qualification
Required
FINRA Series 7 and 63 are required or to be obtained within 60 days of hire
Proven sales success
A hunter's mentality. You know that activity equals results and you're ready to put in the reps
Strong communication skills that influence and persuade
Energy, urgency, and the ability to work in a fast-paced, goal-driven environment
Preferred
Bachelor's degree in Business, Finance, Economics, or related field preferred
Benefits
Competitive benefits package
Commissions
Discretionary bonuses
Other short- and long-term incentives (e.g., deferred cash, equity, etc.)
Company
Cantor Fitzgerald
Cantor Fitzgerald is a global financial services firm that specializes in equities, investment banking, and real estate.
H1B Sponsorship
Cantor Fitzgerald has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (6)
2023 (1)
2022 (1)
2021 (19)
2020 (15)
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-09
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