Internal Wholesaler (Inside Sales)
$70,000–$85,000 year
On-siteNew York City, New York, United States or New York, United States
Job Summary
Conduct high-volume outbound prospecting with Financial Advisors and RIAs to secure meetings and drive new business. Manage the sales pipeline by maintaining Salesforce data integrity and tracking conversion metrics. Present product narratives on ETFs and mutual funds while supporting webinars and marketing campaigns. Coordinate producer support, lead follow-ups, and documentation to ensure smooth operations. Step in to cover select presentations when external resources are unavailable. Mentor territory resources to maximize productivity and share best practices. Schedule executive speaking engagements for the President and CEO at industry events. Work onsite in the NYC office four days a week.
Required Qualifications
- 2+ years financial sales (ETFs, mutual funds, model portfolios)
- 2+ years cold-calling with measurable results
- FINRA Series 7, Series 63 (active)
- Series 65 (or 66) within 3 months of hire
- Bachelor's or MBA in Finance/Business or related field
- Strong market/product knowledge
- Confident presenter (phone/Zoom/Teams)
- CRM fluency (Salesforce)
- Microsoft 365 fluency
- Ability to travel to events or conferences as needed
- Work onsite in our NYC office 4 days a week
Desired Qualifications
- RIA/IBD/wirehouse/TAMP coverage experience
- Series 65/66 (if not already active)
- Territory coordination or mentorship experience
- MBA or designations such as CFA, CAIA
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