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Rating:An Indie BD Wants a Senior Wholesaler Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, January 16, 2013

An Indie BD Wants a Senior Wholesaler

Reported by Tommy Fernandez

LPL Financial is looking for a senior wholesaler and external practice management consultant.

According to the Linkedin posting, will work in LPL subsidiary Fortigent. The executive’s ultimate objective is “is to increase asset flow into Fortigent's fee-based managed models.”

Reporting to Fortigent’s head of model management, the executive will drive asset growth in fee-based programs managed by Fortigent as a Strategist, including:
  • ETF and mutual fund models on LPL's Model Wealth Platform
  • ETF and mutual fund models on Fortigent's TAMP
  • Hedge fund feeder models on various platforms, including MWP and the Fortigent TAMP

  • Moreover, the executive “will develop relationships with platform gatekeepers inside various entities that represent meaningful distribution opportunities for the Fortigent models, including AXA and banking and financial institution clients of Concord.”

    More information about the job is accessible here.  

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