Sales

You sell the firm's investment funds and model portfolios to financial advisers and wealth managers, mostly over the phone.

Brooks Macdonald runs investment funds and a Model Portfolio Service, or MPS, which is a set of ready made portfolios an adviser can put clients into. The firm does not sell these to the public. It sells them through intermediaries, the independent financial advisers, restricted advisers, adviser networks, wealth managers and platforms who choose investments for their own clients. Your job is to get those intermediaries to use the firm's funds and MPS, and to keep using them.