Nasdaq Dorsey Wright - Internal Sales Representative

Nasdaq, Inc.; Richmond (VA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

401(k) employer match

Employee stock purchase program

Job summary

Nasdaq Dorsey Wright is seeking an Inside Sales Representative to support advisors, asset managers, consultants, and investors, helping maximize the value of our research platform, ETFs, and managed accounts. The role reports to the Manager of Sales and is hybrid, located in Richmond, VA or New York, NY with in-office 3 days a week.

You will build relationships, deliver education, and identify opportunities, while partnering with senior sales leaders to drive revenue growth and stay ahead of

Qualifications

• Bachelor's degree in Business, Finance, Economics, or equivalent.
• 2+ years in financial services, client success, sales, or account management.
• Strong interest in investment markets and client outcomes.
• Excellent communication and relationship-building; can explain complex concepts.
• Experience with CRM platforms and cross-team collaboration.
• Active Series 7 and Series 65 licenses required.

Responsibilities

• 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.

Skills

Relationship-building

Communication

CRM software

Financial markets interest

Team collaboration

Education

Bachelor's degree in Business/Finance/Economics

Tools

Salesforce

CRM platforms

Series 7 & 65 licenses

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.

• 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.

At Nasdaq, we’re proud to be the engine behind the world’s capital markets. But we don’t stop there. We build the technology that drives transparency, trust, and access—helping economies grow and people thrive. Our purpose is to advance economic progress for all. Whether you’re a client, a colleague, or part of our broader community, we’re here to move markets—and possibilities—forward.

Join our Talent Community to stay in the loop on upcoming roles, events, and new opportunities across Nasdaq.

Our hybrid work model, NasdaqBlend, gives you flexibility to do your best work—whether that’s from home, in the office, or a mix of both. Check the job listing or reach out to our team for role-specific details.

We’re a global team of over 8,500 innovators across 38 countries, united by a shared purpose: advancing economic progress for all. It’s not just what we do—it’s how we do it, together.

Want a deeper look into our culture? Explore our Culture Book. We support your success through You&Q, our total rewards program that covers every dimension of life—from building wealth and growing your career to prioritizing well-being and family care.

Join the Team Advancing Economic Progress for All.