Internal Wholesaler

Overview

• Drive sales analytics initiatives to support strategic growth and enhance client engagement in a dynamic, hybrid work environment.
• Collaborate with cross-functional teams to refine sales strategies and optimize operational efficiency.
• Utilize CRM systems to manage data integrity and support targeted sales campaigns effectively.
• Analyze sales metrics to provide actionable insights that inform decision-making processes.
• Engage in professional development opportunities, including sponsorship for relevant certifications and exams.
• Participate in collaborative meetings with investment specialists to align strategies and enhance client satisfaction.
• Contribute to external and internal sales efforts, including literature fulfillment and addressing client inquiries.

Key Responsibilities & Duties

• Manage and maintain Salesforce CRM platform, ensuring data accuracy and supporting sales initiatives.
• Track engagement across wealth partner platforms to enhance sales efforts and client outreach.
• Analyze territory metrics and wholesaler activities to identify growth opportunities.
• Develop targeted client lists and deliver analytics to support sales campaigns effectively.
• Collaborate with Strategy & Sales Enablement, National Accounts, and Marketing teams to align goals.
• Assist with ad hoc requests and maintain efficient communication through the Sales Analyst inbox.
• Participate in firm events, meetings, and investment forums to foster collaboration and knowledge sharing.

Job Requirements

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