Internal Wholesaler

Overview

• Support sales and distribution teams by providing tools, data, and insights for efficient operations and asset growth.
• Manage CRM systems to ensure data integrity and support sales campaigns and initiatives.
• Collaborate with cross-functional teams to enhance sales strategies and client engagement.
• Analyze sales metrics and provide data-driven insights to inform management decisions.
• Assist with external and internal sales efforts, including literature fulfillment and client requests.
• Participate in weekly meetings and workshops with investment specialists to refine strategies.
• Engage in professional development opportunities, including potential sponsorship for FINRA exams.

Key Responsibilities & Duties

• Maintain and manage Salesforce CRM platform, ensuring accurate data and supporting campaigns.
• Track engagement and activity across wealth partner platforms to support sales efforts.
• Analyze territory metrics and wholesaler activity to provide actionable insights.
• Develop targeted client lists and deliver analytics for sales campaigns.
• Collaborate with Strategy & Sales Enablement, National Accounts, and Marketing teams.
• Assist with ad hoc requests and maintain dedicated Sales Analyst inbox.
• Participate in firm events, meetings, and investment forums to enhance collaboration.

Job Requirements

• Bachelor’s degree in finance, business, or economics required.
• Minimum of 1 year of experience in sales analytics or related field.
• Proficiency in CRM management and data analysis tools.
• Strong organizational and time management skills in fast-paced environments.
• Passion for sales and knowledge of financial markets and economic principles.
• Preferred SIE and Series 63 exam completion prior to hire date.
• Excellent interpersonal skills and ability to collaborate effectively.