Senior External Wholesaler - Structured Products
Location: Remote (U.S.)
Compensation: Competitive base salary, plus variable compensation tied to performance | W2 with benefits
About the Role
Our client, a growing financial services firm, is seeking a Senior External Wholesaler to drive business development and expand distribution across key wealth management channels. Reporting to senior leadership, this client-facing role is focused on building advisor relationships, delivering education, and partnering with internal teams to support sales growth. The ideal candidate brings proven success in financial product distribution, established industry relationships, and the ability to grow and manage a pipeline of advisors and accounts.
Key Responsibilities
- Relationship Development : Build and deepen relationships with advisors and firms through meetings, events, and regular touchpoints. Expand networks of top producers while converting prospects into active partners.
- Sales Execution : Manage the entire sales cycle, from opportunity generation through to closing. Maintain a robust pipeline and deliver on monthly and quarterly sales targets.
- Education & Presentations : Deliver engaging presentations, webinars, and training sessions to advisors, highlighting product use cases, benefits, risks, and portfolio applications.
- Collaboration : Work closely with internal teams, including product, operations, compliance, and marketing, to ensure alignment and effective execution of distribution strategies.
Qualifications
- 5+ years of external wholesaling, distribution, or institutional sales experience in financial services
- Consistent track record of meeting or exceeding sales goals
- Strong knowledge of investment products and their portfolio applications
- Established relationships across wealth management channels (wirehouse, independent, RIA, private banking, or similar)
- FINRA licensing (Series 7 and 66, or equivalent) in good standing
- Excellent presentation, communication, and relationship‑building skills
Why Join the Team
- Competitive compensation and benefits
- Commitment to professional growth and continuing education
Senior External Wholesaler in Remote at Unknown Company
This position is listed as full time and able to be worked remotely.