- Company: EQH
- Location: Charlotte, Mecklenburg County
- Work type: Hybrid
- Hybrid
- Full Time
- Charlotte, Mecklenburg County
- Apply on company site
EQH — company details are preparing and update automatically in a few seconds (or refresh).
Take ownership of a high-impact leadership role at EQH in Charlotte, Mecklenburg County, where you will guide a results-driven sales team and shape how investment solutions reach the retail advice market. The 1290 Funds Sales Desk Manager (Hybrid) blends strategic oversight with hands-on engagement across leading investment products and platforms.
About the Role
As the 1290 Funds Sales Desk Manager, you will operate in a hybrid setting in Charlotte, balancing on-site collaboration with flexible work. This full-time position centers on directing sales desk activity, supporting both internal and external distribution efforts, and applying deep product knowledge to grow relationships within the retail investment advice space.
Key Responsibilities
- Lead and coordinate day-to-day operations of the 1290 Funds sales desk to drive consistent results.
- Champion EQH investment products and platforms across internal and external sales channels.
- Build and strengthen partnerships throughout the retail investment advice market.
- Apply working knowledge of investment products and services to support advisor and client needs.
- Collaborate with stakeholders to align sales strategy with platform capabilities.
Qualifications
- Bachelor's degree.
- Four years of hands-on experience working with investment products and platforms.
- Series 6 or 7, plus Series 63 (with a requirement to obtain these in the near future).
- Series 24 or 26 — Series 24 must be obtained within 120 days of hire.
- Background in internal or external sales-related roles.
- Working familiarity with the retail investment advice market and related products and services.
- A demonstrated track record of performance in a comparable environment.
About EQH
EQH is a financial organization focused on delivering investment products and platforms to advisors and clients across the retail investment advice market. The Charlotte team values knowledgeable professionals who combine sales expertise with sound product understanding to support meaningful client outcomes.
How to Apply
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Listing facts
- Role 1290 Funds Sales Desk Manager (HYBRID)
- Employer EQH
- Location Charlotte, Mecklenburg County
- Type Full Time
- Posted June 28, 2026
- Apply by 2026-07-28
- Country context US
- Overview Full original description on this page (318 words; rewritten for clarity, not a teaser paste)
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