We are seeking a high-energy, client-focused Sales Specialist to support and accelerate growth for our wealth management firm. This role sits at the intersection of event-driven marketing, sales-support activities to help Advisors, and CRM-driven pipeline management.
The ideal candidate is personable, organized, and confident in engaging with prospects in live settings, while also being disciplined and analytical when managing follow-up and sales processes. This is a visible, impact-driven role with a clear path for growth.
*This is a non-advisory, non-licensed role focused on organic growth—not portfolio management.
Key Responsibilities:
Educational & Marketing Seminars
- Coordinate and execute educational and marketing seminars designed to attract qualified wealth management prospects
- Partner with external marketing firms and internal stakeholders to:
- Drive targeted attendance
- Ensure message alignment and event readiness
- Attend, co-host, or host events, serving as a front-line representative of the firm
- Engage attendees before, during, and after events with the goal of:
- Building rapport and trust
- Securing follow-up meetings and discovery appointments
- Track event performance and outcomes (attendance, appointments set, conversion metrics) Provide insights and recommendations to improve the efficiency of business development initiatives.
CRM & Sales Process Management
- Maintain accurate and up-to-date records in the firm’s CRM (e.g., Salesforce or similar)
- Navigate prospects through a defined sales and nurturing process, including:
- Lead qualification
- Follow-up cadence
- Status tracking and handoffs to advisors
- Leverage digital marketing tools and automation to support prospect engagement
- Provide visibility into pipeline health, follow-up activity, and conversion trends
Sales Support & Productivity Projects
- Assist with sales initiatives that improve advisor productivity and prospect experience
- Support development of sales materials, event workflows, and follow-up processes
- Collaborate with marketing, advisors, and leadership on special projects related to growth
- Continuously identify opportunities to improve efficiency, consistency, and prospect experience
Experience & Skills
- 2–5+ years in sales support, business development, client engagement, or marketing roles (financial services experience preferred, not required)
- Comfortable interacting with high-net-worth or professional audiences
- Strong working knowledge of CRMs (Salesforce or similar) and pipeline management
- Organized, detail-oriented, and able to manage multiple initiatives simultaneously
- Excellent verbal and written communication skills
- Confident, personable, and naturally relationship-driven
- Ability to create engaging marketing content using contemporary design tools such as Canva, Adobe Creative Suite, or similar platforms, to support seminars, campaigns, and prospect outreach.
Mindset & Traits
- Excels in an entrepreneurial environment where speed matters, processes are continuously refined, and not every answer is known in advance
- Proactive self-starter who thrives in a growth-oriented environment
- Comfortable operating in a fast-paced environment with evolving priorities, sometimes incomplete information and the need for proactive decision making
- Curious, coachable, and eager to learn wealth management concepts
- Takes pride in representing a professional brand at live events
Success Metrics: How is this role measured?
- Qualified attendance rate per event
- Number of follow-up appointments scheduled from events
- Accuracy and completeness of CRM data (timely updates, clean records)
- Lead progression rates through defined sales stages
- Completion of assigned sales support projects on time and on scope
- Professional presence and relationship-building effectiveness
- Post-event prospect feedback and engagement quality
- Brings a performance-driven mindset, understanding that exceptional results are recognized and rewarded through increased responsibility, compensation, and career growth.
Our Core Values:
Thirst for Knowledge: You’re endlessly curious and committed to continuous learning.
Innovative Problem Solver: You proactively create solutions, communicate clearly, and follow through.
Self-Motivated: You are driven, results-oriented, and embrace challenges.
Authentic: You operate with integrity and foster a drama-free, honest work environment.
Positively Impact People: You lift others up—clients, colleagues, and the community.
Compensation & Benefits
- Paid time off
- Safe Harbor 401(k) and discretionary profit sharing
- Health benefits, life insurance, and ancillary insurances
- Free financial planning for employees
- Volunteer and community outreach opportunities
