Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – (Opportunities in Colorado Springs, CO and Baltimore, MD)

Role Summary

If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization!

Role

As an Internal Wholesaler/Intermediary Sales Consultant, you will serve as a key sales and relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will:

• Build and manage relationships with a targeted audience of financial advisors.
• Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs.
• Refer advisors to your external partner as appropriate, ensuring a seamless client experience.
• Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach.
• Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets—sharing accountability for overall territory success.

Responsibilities

• Relationship Management: Partner with external sales counterpart to optimize client coverage within the territory. Deepen existing relationships and strategically prospect for new ones to elevate the firm's brand awareness, build client loyalty, and grow product distribution.
• Business Development: Identify and develop new business opportunities collaboratively with your territory partner. Independently sell to prospects and deepen relationships with existing advisors using a consultative sales process.
• Territory Management: Use internal and third-party data sources to prioritize targets of opportunity within the assigned territory. Document territory sales measurements and progress toward goals; assist in developing and executing territory plans.
• Sales Support & Follow-Up: Partner with external sales counterpart to ensure seamless preparation and follow-up, including post-meeting outreach to advisors/key contacts, and coordinating logistics for investment professional and due diligence meetings. Collaborate with the Service team to deliver a high-quality experience for advisors and stakeholders, supporting all aspects of territory development and relationship management.
• Travel & Client Engagement: Attend periodic conferences to represent the firm and generate leads. Participate in occasional joint travel with your external partner.
• CRM Management: Appropriately document and update CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. Provide proactive ideas for process improvement to optimize sales efficiency.

Qualifications

Required:

• Bachelor's degree or equivalent combination of education and experience.
• FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).
• 3+ years of relevant experience in financial services, sales, or relationship management.
• Strong consultative, client service, and relationship-building skills.
• Excellent communication and presentation abilities.

Preferred:

• High attention to detail and proficiency in CRM systems (ideally Salesforce).
• Proven success using a consultative sales process.
• Ability to adapt to a fast-paced, evolving environment.
• Passion for staying current on economic and market trends.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Pay

$85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers; Washington, D.C.; New York, California. Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Benefits

Featured employee benefits to enrich your life:

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits