Northeast Advisor Channel Director – Remote Sales Leader

Fundfire; United States; Remote; USD 80,000 - 100,000; Full time

Benefits offered by this job

401(k) match

Bonus incentive program

Full benefits package

Job summary

Shelton Capital Management is seeking an experienced Director, Advisor Channel – Northeast External to oversee the Northeast Division and drive advisor relationships with Brokers/Dealers, RIAs, and family offices.

The role demands a strategic sales leader who can mentor a team, develop sales initiatives, and manage a broad territory across PA, NJ, NY, CT, RI, MA, NH, VT, ME. A strong background in mutual funds, ETFs, and SMAs is essential.

Qualifications

• Bachelor’s degree required; MBA is a plus.
• FINRA Series 7 and 63 required.
• FINRA Series 65 or 66 required within 90 days of hire.
• 5+ years of experience within the intermediary channel including broker-dealers and RIAs.
• Strong understanding of mutual funds, ETFs, SMAs and financial advisory business.

Responsibilities

• Coordinate and participate in driving sales initiatives including in-person meetings, phone calls, Zoom calls, marketing, and on-site visits.
• Provide leadership in identifying and developing strategies/initiatives; act as leader, coach, and mentor to internal resources.
• Develop an internal professional focus on authentic client service and contributing to sales goals for the advisor channel.

Skills

Interpersonal skills

Problem solving

Communication skills

Time management

Self-motivation

Education

Bachelor’s degree

MBA

Job description

Shelton Capital Management is seeking an experienced Director, Advisor Channel – Northeast External to oversee the Northeast Division and drive advisor relationships with Brokers/Dealers, RIAs, and family offices.

The role demands a strategic sales leader who can mentor a team, develop sales initiatives, and manage a broad territory across PA, NJ, NY, CT, RI, MA, NH, VT, ME. A strong background in mutual funds, ETFs, and SMAs is essential.