Internal Sales Managers Roundtable
The Internal Sales Managers Roundtable provides a forum for members to explore challenges and issues related to the distribution of mutual funds via internal and hybrid wholesalers.
Key Issues of Interest
- Territory management
- Hybrid wholesaling
- Recruitment and training
- Coaching and motivation
- Sales technology
Roundtable Meetings
The Internal Sales Managers Roundtable meets several times per year, both virtually and in person.
Membership Information
Each member firm may have up to three representatives on the Internal Sales Managers Roundtable.
Committee Members
Colleague Access
Colleague Access gives committee representatives the ability to designate co-workers (i.e., non‑committee members) to view committee memos and materials online, receive notification of memos addressed to the committee via ICI Digest and participate in committee calls and meetings.
As committees may deal with confidential policy topics involving draft comment letters and conference calls, ICI limits the number of colleagues per firm who can be designated for Colleague Access. Only committee representatives (not alternates or substitutes) can activate Colleague Access, and colleagues must be employed by the committee member’s firm.
Internal Sales Managers Roundtable representatives may designate a total of five individuals for colleague access.