Wholesaler

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Create and implement a business strategy for your territory aimed at meeting or surpassing sales and growth targets.

• Establish and nurture robust relationships with financial advisors, broker-dealers, RIAs, and distribution partners.

• Facilitate advisor meetings, conduct educational presentations, and organize client engagement events to enhance relationships and boost product usage.

• Discover and develop new business prospects within designated territories and channels.

• Offer market insights, investment updates, and product training in compliance with FINRA and regulatory standards.

• Work collaboratively with internal teams such as marketing, operations, compliance, and leadership to ensure unified messaging and advisor support.

• Keep precise records of activities, manage the sales pipeline, and maintain advisor communications using CRM systems.

• Represent Exemplar Companies at industry conferences, networking events, and meetings.

• Collaborate across functions to support strategic growth projects and enhance advisor engagement initiatives.

⛳️ Requirements

• Required: FINRA Series 7 and Series 63 licenses.

• Preferred: Bachelor’s degree in Finance, Business, Marketing, or a related discipline.

• Minimum of 5 years' experience in investment sales, wholesaling, financial services, or business development.

• Comprehensive knowledge of alternative investments, private placements, and advisor distribution networks.

• Proven track record of achieving or surpassing sales and relationship management objectives.

• Exceptional communication, presentation, negotiation, and interpersonal abilities.

• Self-motivated with an entrepreneurial spirit and strong business development skills.

• Willingness to travel within the assigned territory as necessary.

• Preferred: Experience with both warehouse and independent broker-dealer channels.

• Highly desirable: Existing relationships with advisors and established networks.

🏝️ Benefits

• Entrepreneurial 1099 partnership opportunity that offers flexibility and independence.

• Access to Exemplar’s collaborative national platform and extensive professional network.

• Support in operations, marketing, and leadership aimed at facilitating business growth.

• A culture driven by values that emphasizes innovation, impact, and long-term success.

• Opportunity to collaborate with seasoned professionals across various disciplines.

• Flexible remote work environment.