Director of Internal Sales

Sales Leadership & Team Development

• Recruit, hire, train, and coach internal wholesalers and sales associates
• Establish and enforce measurable performance standards for calls, meetings set, pipeline growth, and asset flows
• Carry out regular one-on-ones, call coaching sessions, and territory reviews
• Develop clear career paths for internals progressing into external wholesaling roles
• Foster a competitive, accountable, and team-oriented sales culture

Sales Execution & Activity Management

• Implement structured outbound call programs targeting advisors, home offices, and model gatekeepers
• Maintain daily call activity, contact quality, CRM usage, and follow-up cadence
• Drive proactive opportunity identification across existing and prospective advisor relationships
• Track and report key performance indicators including calls, appointments set, meetings held, pipeline conversion, and net flows

Stakeholder & Team Collaboration

• Ensure tight alignment between internal and external wholesalers for coordinated territory coverage
• Partner with the National Sales Manager on territory strategy, segmentation, and coverage design
• Collaborate closely with Marketing, Product, Compliance, and Operations to streamline sales execution
• Support conference follow-up campaigns and targeted advisor initiatives

Cross-Functional Engagement & Scalability

• Ensure consistent messaging across product positioning, market commentary, and sales campaigns
• Help develop scalable sales playbooks, training materials, and onboarding frameworks
• Oversee call campaigns tied to new product launches, model approvals, and platform expansions
• Ensure CRM integrity, reporting accuracy, and dashboard visibility across the sales organization

Qualifications

• 5–10+ years of experience in asset management sales (internal wholesaling, external wholesaling, or sales leadership)
• Prior experience leading or mentoring internal wholesalers strongly preferred
• Deep understanding of mutual fund, ETF, and SMA distribution channels
• Knowledge of IBD, RIA, Wirehouse, and regional broker-dealer ecosystems
• Demonstrated track record of driving asset growth through disciplined activity management
• Strong analytical skills and CRM fluency (Salesforce, HubSpot, or similar platforms)
• FINRA Series 7 and 63/65 or 66 required with Series 24 preferred

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Health savings account option
• 401(k) & other retirement benefits
• Paid maternity leave
• Paid paternity leave
• Commuter benefits
• Disability insurance
• Paid time off

Pay Range

The pay range for this role is: 120,000 - 300,000 USD per year (US)