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Investment Distribution Professional
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Number of Years in Industry
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Referrer
(Required)
Please input your referrer's email address.
Profile Questions
We appreciate you joining, please tell us about your interest in FLX.
(Required)
Want to represent multiple asset managers
Want access to non investment related solutions to assist my clients and their businesses
Want to leverage an alternative method to engage my peers and clients
Want to be a part of something that changes the industry
Want access to interesting value add offerings to help my business
Want access to differentiated investment content
How do you build new relationships? (Choose 2)
(Required)
Through cold calls
Through digital campaigns
Through existing relationships
Through social media
Through structured process
Through centers of Influence
Which vehicles do you have experience with?
(Required)
CIT
Closed End Fund
ESG
ETF
Active ETF
Non-Transparent Active ETF
Hedge Fund
Insurance
Interval Fund
Model Allocations
Open End Mutual Fund
Private Credit
Private Equity
SMA
UCITS
UIT
When you schedule out the work week, what do you prioritize? (Choose 1)
(Required)
By client revenue
By client assets
By client service
By new business development
Have you ever worked with a multi-boutique platform?
(Required)
Yes
No
To provide you relative information, which job descriptions below would most describe your background
(Required)
Compliance
Consultant
Consultant Relations
CPM
Data/BI
Digital Marketing
Finance
Human Capital
Information Technology
Institutional Sales
Leadership
Legal
Marketing
National/Key Accounts
Operations
Portfolio Management
Relationship Manager
Sales Enable
Sales Leader
Trading
Wholesaler
CRD#
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Email
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First Name
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Last Name
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Job Title
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Address Line 2
City
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State
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Alabama - AL
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Iowa - IA
Kansas - KS
Kentucky - KY
Louisiana - LA
Maine - ME
Maryland - MD
Massachusetts - MA
Michigan - MI
Minnesota - MN
Mississippi - MS
Missouri - MO
Montana - MT
Nebraska - NE
Nevada - NV
New Hampshire - NH
New Jersey - NJ
New Mexico - NM
New York - NY
North Carolina - NC
North Dakota - ND
Ohio - OH
Oklahoma - OK
Oregon - OR
Pennsylvania - PA
Rhode Island - RI
South Carolina - SC
South Dakota - SD
Tennessee - TN
Texas - TX
Utah - UT
Vermont - VT
Virginia - VA
Washington - WA
West Virginia - WV
Wisconsin - WI
Wyoming - WY
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