Internal Wholesaler – Alternatives & Platform Growth

Green Key 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

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.