Inside Sales Pro — Financial Markets & Advisor Support

Nasdaq

New York (NY)

Hybrid

USD 70,000 - 95,000

Full time

2 days ago

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Benefits offered by this job

401(k) with 6% match

Employee Stock Purchase Program 15%

Student loan repayment up to $10k

Company paid life and disability plans

Generous paid time off

Health/dental/vision coverage

Hybrid home/office schedule

Job summary

Nasdaq Dorsey Wright is seeking an Inside Sales Representative to support advisors, asset managers, consultants, and investors with our research platform, ETFs, and managed account solutions. You will help clients navigate investment decisions with clear education and strong relationship-building.

Based in Richmond, VA or New York, NY, this hybrid role requires 2+ years in financial services, a Bachelor's degree, and Series 7/65 licenses.

Qualifications

Bachelor's degree in Business, Finance, Economics, or equivalent experience.
2+ years in financial services, client success, sales, account management, or related field.
Interest in investment markets and helping clients achieve financial goals.
Excellent communication and relationship-building skills.
Experience with CRM platforms and cross-team collaboration.
Active Series 7 and Series 65 licenses required.

Responsibilities

Deliver exceptional support and education to clients by phone, email, and virtual meetings.
Build and maintain relationships with advisors, asset managers, consultants, and investors.
Prospect new clients and identify opportunities across research, ETF, and managed account solutions.
Partner with senior sales leaders to support customer strategies, business development, and revenue growth.
Monitor industry trends and market opportunities to provide valuable insights and support sales efforts.