Regional Hybrid Wholesaler - Perm

Hybrid Wholesaler

The Hybrid Wholesaler will be responsible for developing new business and supporting existing relationships with financial intermediaries. This individual will execute a high-velocity outreach strategy through outbound calls, digital meetings, email campaigns, and coordinated activity with the team. You will play a pivotal role in building regional momentum, driving inflows, and educating the market on company's differentiated ETF lineup.

Key Responsibilities:

Business Development & Outreach

• Proactively engage financial advisors through outbound calls, video meetings, email sequences, and social/digital channels.
• Build and manage a robust regional pipeline of RIAs and intermediary targets.
• Schedule and lead product-focused meetings, virtual lunch-and-learns, and follow-up consultations.
• Deliver a consistent cadence of outreach that meets or exceeds activity expectations.

Advisor Education & Sales Support

• Present company's ETF lineup with confidence, clarity, and strong product knowledge.
• Articulate portfolio use cases, income generation strategies, and tax-efficient advantages.
• Address common challenges in the marketplace.
• Execute territory planning, meeting prep, follow-up, and campaign execution.

Territory Management

• Maintain accurate records and activity tracking within the CRM.
• Identify regional trends, new opportunities, and advisor segments for targeted outreach.
• Coordinate campaigns, follow-ups, and partner events.
• Manage weekly communication with the sales management to align goals and activity.

Relationship Development

• Build trust with advisors through consistent communication, reliable service, and value-added insights.
• Develop deep familiarity with top producers and emerging producers in the territory.
• Walk advisors through onboarding, due diligence, and model inclusion processes.

Qualifications:

Required

• 2–5+ years of financial services sales experience, preferably in ETFs, asset management, or broker-dealer distribution.
• Strong phone presence, professional communication skills, and ability to conduct high-impact video meetings.
• Demonstrated ability to build relationships and close business in a structured sales environment.
• Knowledge of capital markets, investment products, asset allocation, and ETF mechanics.
• Proficiency with CRM tools.
• Series 7 and 63 (or 66) required or obtainable within a defined window.

Preferred

• Experience supporting an external wholesaler or managing a territory.
• Familiarity with RIAs, independent Client platforms, and model portfolio processes.
• Ability to articulate income-focused strategies and tax-efficient product benefits.
• High energy, high activity, and high accountability.
• Confident communicator who thrives on outbound engagement.
• Entrepreneurial mindset ready to grow with a rapidly scaling ETF issuer.
• A team-first partner who collaborates effectively across sales, marketing, and product teams.