Wealth Retail Business Sales Specialist

Wealth Retail Business Sales Specialist responsible for supporting regional wholesalers and driving advisor engagement. The role handles day-to-day advisor inquiries, triage, timely follow-up, scheduling and coordination of FA meetings, and opportunity acceleration, ensuring advisors receive accurate, compliant responses and access to appropriate materials. Core duties include inbound advisor inquiries (product questions, performance, positioning, documents, and process questions), first-call resolution, escalation routing to wholesalers, maintaining Salesforce documentation, distributing product materials and market commentary, tailoring content within compliance, and covering for wholesalers during travel or meetings. The position involves logging advisor touchpoints, identifying trends in flows or redemptions, coordinating events and webinars, travel booking, expense reporting, and supporting pipeline health to move opportunities forward. Collaboration with external and internal wholesalers, investor services, and operations is required to ensure a seamless advisor experience; responsibilities also encompass preparing materials (pitchbooks, product summaries), assisting with meeting follow-ups, and supporting home-office engagement and event coordination. The role includes administrative tasks to manage day-to-day logistics, maintain pipelines, and ensure consistent advisor coverage across multiple wholesalers.