ETF External Wholesaler — Territory Growth & Advisors

Corgi Insurance Inc.; New York (NY); On-site; USD 100,000 - 400,000; Full time

Job summary

Corgi Invest is seeking an ETF External Wholesaler in New York for a defined territory in the U.S. market. You will build and maintain relationships with financial advisors, conduct in-person meetings, calls, and presentations to educate on ETF strategies and products.

You will collaborate with internal sales, marketing, and product teams, develop territory business plans, track activity, and ensure compliance in all client communications. Prior wholesale or ETF experience is preferred.

Qualifications

• Experience in wholesale distribution or external sales within asset management or ETFs.
• Ability to explain ETF structures, risk/return profiles, and portfolio applications to clients.
• Strong communication and presentation skills for financial advisors and intermediaries.

Responsibilities

• Develop and execute territory-level business plans.
• Prospect and maintain relationships with financial advisors and wealth managers.
• Present ETF strategies and product offerings to clients.
• Collaborate with internal wholesale, marketing, and product teams.

Skills

Territory management

Goal setting

Strategic sales

Entrepreneurial mindset

Finance/investments knowledge

ETF concepts

Sales skills

Communication skills

FINRA readiness

Education

Bachelor’s degree in Finance/Business/Economics

Job description

Corgi Invest is seeking an ETF External Wholesaler in New York for a defined territory in the U.S. market. You will build and maintain relationships with financial advisors, conduct in-person meetings, calls, and presentations to educate on ETF strategies and products.

You will collaborate with internal sales, marketing, and product teams, develop territory business plans, track activity, and ensure compliance in all client communications. Prior wholesale or ETF experience is preferred.