Internal Wholesaler

Greenkey Resources LLC; Greenwich (CT); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Green Key Resources LLC in Greenwich, CT seeks an Internal Wholesaler to join the Alternative Distribution team, building advisor relationships and driving investment activity.

You will collaborate with External Wholesalers to prospect and educate advisors on alternative investments, maintain Salesforce CRM records, and support revenue growth through proactive outreach and thought leadership initiatives. Licenses required: FINRA SIE, Series 7, and Series 63; CAIA preferred.

Qualifications

• Bachelor’s degree in finance or business is required.
• Minimum of 2 years outbound sales experience; 3 years preferred.
• FINRA SIE, Series 7, and Series 63 licenses required.
• Background in investments or financial services; familiarity with alternatives is advantageous.

Responsibilities

• Proactively build a pipeline and drive revenue by activating new financial advisors.
• Lead go-to-market campaigns, including outreach for product launches and conferences.
• Consult advisors confidently on alternative investment products with credible consultation.
• Maintain CRM discipline with Salesforce records and advisor profiles.
• Identify high-potential opportunities and collaborate with specialized teams for referral revenue growth.
• Act as the primary advisor contact, addressing investment creation and servicing needs.
• Drive adoption of the firm’s platform to contribute to marketplace revenue growth.
• Continuously enhance knowledge of alternative investments to provide credible advice.

Skills

Communication skills

Critical thinking

Prioritization

Outbound sales experience

Education

Bachelor’s degree in finance or business

Tools

Salesforce

PowerPoint

Excel

Word

Tableau/BI tools

Job description

Internal Wholesaler Overview

• The Internal Wholesaler will join the Alternative Distribution team, fostering advisor relationships and driving investment activity.
• Collaborate with External Wholesalers to prospect, educate, and close new business opportunities effectively.
• Act as a key liaison between financial advisors and the firm's ecosystem, promoting platform adoption and revenue growth.
• Engage advisors through proactive outreach campaigns, product launches, and thought leadership initiatives.
• Develop expertise in alternative investments, offering credible consultation to advisors throughout the investment lifecycle.
• Maintain accurate CRM records to enhance targeting strategies and team performance.
• Support referral revenue growth by identifying and routing high-potential opportunities to specialized teams.
• Serve as the primary contact for advisors, addressing investment creation and servicing needs.

Internal Wholesaler Key Responsibilities & Duties

• Proactively build a pipeline and drive revenue by activating new financial advisors.
• Lead go-to-market campaigns, including outreach for product launches and conferences.
• Consult advisors confidently on alternative investment products, showcasing expertise.
• Maintain CRM discipline with sharp Salesforce records and advisor profiles.
• Identify high-potential opportunities and collaborate with specialized teams for referral revenue growth.
• Act as the main advisor contact, solving investment-related issues promptly.
• Drive adoption of the firm's platform and contribute to marketplace revenue growth.
• Continuously enhance knowledge of alternative investments to provide credible advice.

Internal Wholesaler Job Requirements

• Bachelor’s degree in a related field, such as finance or business.
• Minimum of 2 years outbound sales experience, with 3 years preferred.
• Background in investment or financial services, with familiarity in alternatives being advantageous.
• Proficiency in Salesforce, PowerPoint, Excel, and Word; Tableau or BI tools a bonus.
• Exceptional communication skills and critical thinking abilities.
• FINRA SIE, Series 7, and Series 63 licenses required.
• Chartered Alternative Investment Analyst (CAIA) certification preferred or attainable within two years.
• Ability to manage multiple priorities effectively in a hybrid work environment.