Fuse Blog

Call in the Experts

  • Asset managers are increasingly relying on internal experts to augment client-facing distribution resources.
  • As asset managers expand their product lines to include alternative investment offerings, they are prioritizing the hiring of alternative specialists. These roles run the gamut from alternative investment wholesalers who work directly with advisors to specialists who support generalist wholesalers.
  • Employing specialists effectively demands a high level of collaboration and requires that roles are crystal clear, particularly as it relates to maintaining best-in-class client service.

Asset Managers’ Plans to Hire Specialists

Blog 3.12.24

Source: FUSE Sales Management BenchMark Survey, 2023