Enterprise Institutional Sales Associate

Magis Capital Partners LL; Chesterbrook (PA); On-site; USD 70,000 - 100,000; Full time

Job summary

Magis Capital Partners LLC in Berwyn, PA, is hiring an Institutional Sales Associate to support growth of the firm’s institutional business across distribution firms, insurance carriers, asset managers, and platform partners. This hands-on, client-facing role will move opportunities from initial conversations through contract execution and launch.

Requirements include 4+ years in financial services with wealth management technology exposure, a Bachelor’s degree, and the ability to manage

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• 4+ years of experience in the financial services industry with exposure to wealth management technology, annuities, insurance, or asset management.
• Experience with technical implementations or solution design, such as requirements gathering, workflow design, integrations, testing, and rollout, along with familiarity with APIs, data integrations, single sign‑on, and security reviews in enterprise technology environments

Responsibilities

• Support senior institutional sales across the full sales cycle from outreach through contract execution and launch.
• Develop command of the FIDx platform, including its integrations, data flows, and underlying technology requirements, to speak credibly with both technical and business stakeholders.
• Position FIDx as a comprehensive end‑to‑end annuity and insurance solution for client firms.
• Build relationships with home-office leadership at assigned firms, including product, distribution, operations, and compliance stakeholders.
• Prepare for and participate in multi‑stakeholder client meetings, including product demonstrations, technical discussions, and workflow reviews.

Skills

Sales experience

CRM proficiency

Communication

Presentation skills

Relationship management

Travel willing

Education

Bachelor’s degree in Business, Finance, Economics, or related field

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Magis Capital Partners LLC in Berwyn, PA, is hiring an Institutional Sales Associate to support growth of the firm’s institutional business across distribution firms, insurance carriers, asset managers, and platform partners. This hands-on, client-facing role will move opportunities from initial conversations through contract execution and launch.

Requirements include 4+ years in financial services with wealth management technology exposure, a Bachelor’s degree, and the ability to manage