Nasdaq Dorsey Wright - Internal Sales Representative

Nasdaq; New York (NY); Hybrid; USD 70,000 - 95,000; Full time

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.

Skills

Communication

Relationship-building

Sales mindset

Collaborative teamwork

Education

Bachelor's degree in Business/Finance/Economics

Tools

CRM platforms

Job description

The Role

Nasdaq Dorsey Wright is a leading provider of technical research, investment solutions, and market insights that help financial professionals make more informed investment decisions.

We're looking for an Inside Sales Representative to join our team, reporting to the Manager of Sales. In this role, you'll support advisors, asset managers, consultants, and investors by helping them maximize the value of our research platform, ETFs, and managed account solutions while contributing to business growth.

You'll fit right in if you're client-focused, curious about financial markets, and enjoy building relationships. You thrive in a collaborative environment and are energized by helping clients navigate investment decisions with confidence.

What You'll Do

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

What You'll Bring

• Bachelor's degree in Business, Finance, Economics, or equivalent experience.
• 2+ years of experience in financial services, client success, sales, account management, or a related field.
• Strong interest in investment markets and a passion for helping clients achieve their financial goals.
• Excellent communication and relationship-building skills with the ability to explain complex concepts clearly.
• Experience working with CRM platforms and collaborating across teams to deliver client success.
• Active Series 7 and Series 65 licenses are required for this role

Nice to Have

• Experience supporting financial advisors, wealth management firms, or asset managers.
• Familiarity with investment products such as ETFs, managed accounts, portfolio analysis, or research platforms.
• Experience with Salesforce or similar CRM tools.

This position will be located in Richmond, VA or New York, NY and offers the opportunity for a hybrid work environment at least 3 days a week in-office, subject to change, providing flexibility and accessibility for qualified candidates.

Come as You Are

Nasdaq is an equal opportunity employer. We welcome applications from candidates of all backgrounds and identities. We are committed to fostering an inclusive workplace where diverse perspectives, experiences, and identities are valued and celebrated. We ensure that individuals with disabilities are provided with reasonable accommodation throughout the hiring process.

What We Offer

We’re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq’s overall success.

In addition to base salary, Nasdaq offers significant other compensation (annual bonus/commissions and equity), benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.

Nasdaq’s programs and rewards are intended to allow our employees to:

• Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off
• Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts
• Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
• Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
• Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities

For more information, visit Nasdaq Benefits & Rewards Career page.