Internal Wholesaler

**Relocation available for qualified candidates

Global Investment Management Firm seeking an Internal Wholesaler/Intermediary Sales Consultant.

Location Requirements : Four days a week on-site in Colorado Springs, CO and one day a week of remote work

Compensation : $100K-$110K base salary plus bonus

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

Responsibilities :

• 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.

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).
• FINRA licenses are required and will be supported for this role.
• 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.