External Wholesaler – RIA Channel - NE, KS, IA, and MO Territory

InspereX LLC; Nebraska; On-site; USD 90,000 - 150,000; Full time

Job summary

InspereX LLC is seeking a highly motivated External Wholesaler to join our RIA Solutions team covering NE, KS, IA, and MO. You will drive new business development and expand relationships with RIAs, Family Offices, and wealth managers across the states.

The ideal candidate will have deep experience covering RIAs, a consultative sales approach, and strong knowledge of sophisticated investment solutions including structured notes, hedging, and monetization strategies for concentrated stock

Qualifications

• Bachelor's degree preferred.
• Series 7 and Series 63/65 required.
• 7+ years of successful external wholesaling or institutional sales experience.
• Extensive experience covering RIAs in NE, KS, IA, and MO.
• Existing relationships with NE, KS, IA, and MO-based RIAs, Family Offices, and key decision-makers.

Responsibilities

• Develop and grow relationships with RIAs, Family Offices, and independent wealth management firms across NE, KS, IA, MO.

Skills

Relationship building

RIA coverage

External wholesaling

Consultative selling

Presentation skills

Education

Bachelor's degree preferred

Tools

CRM systems

Job description

InspereX is seeking a highly motivated External Wholesaler to join our growing RIA Solutions team covering NE, KS, IA, And MO. This individual will be responsible for driving new business development and expanding existing relationships with Registered Investment Advisors (RIAs), Family Offices, and wealth management firms throughout the state.

The ideal candidate is a proven relationship builder with deep experience covering RIAs, a consultative sales approach, and a strong understanding of sophisticated investment solutions.This role will focus heavily on structured notes, hedging and monetization strategies for concentrated stock position, other options-based solutions and alternative investments.

This is an opportunity to join one of the fastest-growing channels within InspereX and help advisors implement differentiated solutions that solve real client challenges. RIAs are a key growth area for InspereX.

KEY RESPONSIBILITIES

• Develop and grow relationships with RIAs, Family Offices, and independent wealth management firms throughout NE, KS, IA, And MO.
• Identify new opportunities for structured notes, risk-managed solutions, concentrated stock monetization strategies, and alternative investments.
• Partner with advisors to deliver customized portfolio solutions for income generation, downside protection, tax efficiency, and concentrated stock diversification.
• Conduct in-person meetings, educational events, webinars, and portfolio reviews.
• Work closely with internal wholesalers, product specialists, and capital markets professionals to deliver exceptional advisor support.
• Generate and manage a robust sales pipeline while maintaining consistent CRM activity.
• Collaborate with product teams to identify cross-selling opportunities and deepen client relationships.
• Act as a trusted resource on market trends, portfolio construction, structured investment implementation, and advisor practice growth.

IDEAL CANDIDATE PROFILE/QUALIFICATIONS

• Bachelor's degree preferred.
• Series 7 and Series 63/65
• 7+ years of successful external wholesaling or institutional sales experience.
• Extensive experience covering RIAs in NE, KS, IA, And MO.
• Existing relationships with NE, KS, IA, And MO-based RIAs, Family Offices, and key decision-makers.
• Strong knowledge of the following is a plus:
  • Structured Notes
  • Buffer and Defined Outcome Strategies
  • Concentrated Stock Solutions
  • Hedging and Monetization Strategies
  • Alternative Investments
• Demonstrated track record of exceeding sales goals.
• Strong presentation, business development, and consultative selling skills.

WHAT MAKES THIS ROLE UNIQUE?

• One of the industry's most comprehensive structured note platforms.
• Distribution relationships across the wealth management ecosystem.
• Dedicated product experts and capital markets support.
• Institutional-quality educational resources for advisors and clients.
• A growing suite of solutions spanning structured investments, fixed income, alternatives, private markets, and concentrated stock strategies.

WHAT SUCCESS IN THIS ROLE LOOKS LIKE:

• Expanding wallet share within existing RIA relationships.
• Converting advisor education into revenue-producing opportunities.
• Becoming a trusted resource for sophisticated portfolio solutions.
• Driving meaningful growth in both new advisor acquisition and production from existing clients.

Why Join InspereX

InspereX is a leading provider of investment solutions that help advisors manage risk, generate income, and pursue growth opportunities for their clients. Through a combination of institutional-quality investment solutions, advisor education, technology, and consultative support, we serve RIAs, broker-dealers, warehouses, and institutional investors nationwide. InspereX has distributed more than $850 billion in securities through its broad distribution platform and serves over 1,500 partner firms across the wealth management landscape.