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Advisor Consultant

DoubleLine Group LP · doubleline.com
TampaOn-siteMid level2+ yrs
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The job in short

Internal wholesaler supporting fund distribution to financial advisors.

Details

Found
23 d ago · posted 2026-06-03
Location as listed
Tampa, FL, USA
Role
Account Manager / Key Account
Source
The company’s own careers site

Full description

Job Details: Job Location: Tampa, FL - Tampa, FL, Position Type: Full Time, Salary Range: Undisclosed, The Advisor Consultant (Internal Wholesaler) is responsible for driving asset growth by supporting the distribution of DoubleLine’s investment strategies to financial advisors. The role serves as a primary point of contact for advisors seeking insight into the firm’s investment views and product offerings. Working closely with the Global Relationship Manager (GRM), the Internal Wholesaler helps penetrate key advisor channels including wirehouses, independent broker-dealers, banks, and RIAs. The objective is to drive allocations to flagship funds while also supporting the launch and adoption of new strategies. The Internal Wholesaler’s performance is measured by net fund flows, assets under management, development of new advisor relationships, and retention of existing assets.   Job Functions Drive Net New Assets through proactive advisor engagement and relationship development Partner with GRMs to develop business within a specific geographic territory Clearly explain and position DoubleLine Strategies across all areas of taxable fixed income Assist GRMs with day-to-day tasks as a coordinated sales team Service advisors and existing assets by responding to product inquiries and providing market updates Qualifications: Bachelor’s Degree with 2 years of experience in the financial services industry FINRA Series 7 and 63 or 66 license required Exceptional ability to build and maintain strategic relationships Results-oriented self-starter with strong work ethic Strong communication, interpersonal, and organizational skills Collaborative individual dedicated to the success of the team

Account Manager / Key Account jobs in Tampa, Florida · Account Manager / Key Account jobs in the United States · All DoubleLine Group LP jobs

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