Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – (Opportunities in Northern Colorado Springs, CO and Baltimore, MD)
Core
Internal Wholesaler/Intermediary Sales Consultant partnering with external sales professionals to develop assigned territory, build relationships with financial advisors, and drive sales results.
Role type
Senior IC sales consultant (financial services)
Builds
Financial products (equity, fixed income, multi-asset) for advisors and institutions
Domain
Asset Management / Financial Services
Required skills
consultative sales, relationship management, prospecting, territory management, CRM proficiency, financial services knowledge
Preferred skills
Salesforce proficiency, consultative sales process expertise, adaptability, market trend awareness
Technologies
Salesforce
Responsibilities
Build and manage relationships with financial advisors; Collaborate with external sales counterpart to identify and cover high-potential advisors; Proactively prospect, sell, and retain advisor relationships; Drive results by contributing to gross sales, net new flows, and redemption rates; Use internal and third-party data sources to prioritize targets; Document territory sales measurements and progress; Attend periodic conferences to represent the firm and generate leads; Update CRM (Salesforce) to ensure data integrity.
Seniority
Mid-Senior level, hands-on IC