Job Description:
The internal wholesaler will join the sales team, headquartered in the Dallas, TX office. The internal wholesaler will work directly with external wholesalers located across the U.S. to build, grow, and maintain advisor relationships. The candidate will be someone who excels in relationship-building and has an in-depth knowledge of the financial services industry. This hire will support our external wholesalers as the team actively markets our investment products to financial advisors, RIAs, family offices, national accounts, and retirement plans across the U.S. The candidate will act as an internal point of contact for the external sales team; identifying and researching new opportunities, vetting prospective clients, and nurturing leads to hand over to external wholesalers to close. The successful candidate will streamline our current sales and marketing efforts by utilizing Salesforce and external data sources to leverage insights and generate leads. The successful candidate will demonstrate an ability to use different media and tools to connect with prospective clients and will show determination and initiative to get around obstacles and meet their targets.
Position Responsibilities:
Qualifications and Requirements:
Regan Capital is seeking a Hybrid Wholesaler who will be responsible for representing the firm through actively marketing our Total Return Mutual Fund to financial advisors, RIAs, Family Offices, National Accounts, Retirement Plans and obtaining platform access across broker dealers in all distribution channels across the U.S. There will also be an opportunity to sell our other products in our Private Funds and for Separately Managed Accounts. The successful candidate will have a hands-on approach, helping the firm build its sales and distribution team from ground up. The role includes helping current and potential mutual fund clients by providing technical information on the fund and what it offers, demonstrating a strong knowledge of the competitive landscape, financial markets and industry related topics. Additional responsibilities will entail:
Qualifications and requirements
To apply, please send your resume and cover letter to jdurst@regancapital.com.
Regan Capital is seeking a candidate who will oversee the accounting and reporting for the recently launched mutual fund. This person will work directly with the firm’s COO and members of the operational and finance team to ensure accuracy across all the fund’s reporting. The ideal candidate will have 2-3 years of daily P&L reporting experience at an asset manager, hedge fund, investment bank, or brokerage firm.
If you are a hard-working individual with an interest in the alternative asset management industry, then we would like to hear from you. This opportunity will present a progressive challenge where you can gain exposure to 40 Act Funds, in addition to gaining exposure to the firm’s private funds (Hedge Funds). If you’re looking for your career to grow with an expanding organization, then please submit your application.
Responsibilities will include, but are not limited to:
Qualifications
To apply, please send your resume and cover letter to jdurst@regancapital.com.
Regan Capital is seeking candidates to assist in a variety of areas to support our Investment Management business. The ideal candidate will be a self-starter, willing to learn, adaptable to take on differing tasks, a team player and has a long-term interest in developing their career in the Alternative Asset Management Industry, working with a highly successful, growing organization. The position provides an opportunity to gain exposure and hands-on experience with different areas of the organization, working closely with senior members of staff within the organization. For the right candidate, this position will lead to developing a career in any of following functions:
Job Duties
The day-to-day role will vary depending on the business needs; initial duties are as follows:
Qualifications/Requirements
To apply, please send your resume and cover letter to jdurst@regancapital.com.
To support Regan Capital’s continued growth and success, we are seeking candidates for a summer internship.
Specific Responsibilities Include:
Desired Skills and Experience
To apply, please send your resume and cover letter to jdurst@regancapital.com.
At Regan Capital, we strive to be a leader in diversity and inclusion within our industry, to foster a sustainable work environment for our employees and to generate value to our clients. By upholding a diverse and inclusive culture, we will help drive a better future for employees and our clients. View the complete policy here.