Investment Sales

Atlantic Partners Corporation; United States; Hybrid; USD 70,000 - 90,000; Full time

Job summary

Atlantic Partners Corporation is looking for a Hybrid Wholesaler to contribute to the growth of their ETF platform. This position requires a proactive approach to outreach and relationship management with financial intermediaries. The ideal candidate will engage in outbound sales activities, maintain a pipeline of relationships, and conduct educational sessions to support advisor adoption and asset growth, ensuring clarity in presenting the ETF offerings.

Responsibilities

• Execute a disciplined outbound engagement strategy through phone calls, virtual meetings, email campaigns, and digital channels.
• Build, manage, and advance a regional pipeline of RIAs and intermediary relationships.
• Schedule and lead product-focused meetings, virtual lunch-and-learns, and follow-up consultations.
• Maintain a consistent cadence of outreach that meets or exceeds activity expectations.
• Present the ETF lineup with clarity, confidence, and strong product knowledge.
• Articulate portfolio use cases, income-oriented strategies, and tax-efficient applications.
• Address common advisor challenges and positioning questions in client portfolios.

Job description

We are seeking a Hybrid Wholesaler to support the continued growth of an expanding ETF platform. This role is responsible for developing new business and supporting existing relationships with financial intermediaries through a high-velocity, outbound sales model.

The position blends proactive advisor outreach with consultative education, pipeline management, and close collaboration with internal and external sales partners. The successful candidate will play a meaningful role in driving regional momentum, advisor adoption, and long-term asset growth.

Key Responsibilities

• Execute a disciplined outbound engagement strategy through phone calls, virtual meetings, email campaigns, and digital channels.
• Build, manage, and advance a regional pipeline of RIAs and intermediary relationships.
• Schedule and lead product-focused meetings, virtual lunch-and-learns, and follow-up consultations.
• Maintain a consistent cadence of outreach that meets or exceeds activity expectations.
• Present the ETF lineup with clarity, confidence, and strong product knowledge.
• Articulate portfolio use cases, income-oriented strategies, and tax-efficient applications.
• Address common advisor challenges and positioning questions in client portfolios.