Wealth Retail Business Sales Specialist
Core
Operational support for retail wealth distribution, managing advisor engagement, triage, and sales process execution for financial advisors.
Role type
Sales Specialist (Wealth Distribution Operations)
Builds
Advisor engagement pipelines and sales support workflows for institutional clients
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Salesforce documentation, inbound triage, meeting coordination, content tailoring, pipeline monitoring, event logistics, travel management, data logging
Preferred skills
Financial services experience, strong communication, organizational skills
Technologies
Salesforce
Responsibilities
Handle inbound advisor inquiries and triage, manage meeting follow-ups and scheduling, maintain accurate Salesforce documentation, coordinate event logistics and travel, monitor pipeline health, prepare sales materials
Seniority
Individual Contributor