Pension Sales Associate

Walton Global; Scottsdale (AZ); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive pay and benefits

Opportunities for skill development

Energetic work environment

Job summary

A leading global real estate investment firm is seeking a motivated Pension Sales Associate to support its U.S. Capital Markets team. This role involves assisting Territory Managers to target pension plans and institutional clients, conducting outreach to drive business, and preparing marketing materials. Candidates should have Series 7 and 63 licenses, strong communication skills, and ideally some sales experience in financial services. The position offers competitive pay, benefits, and opportunities for professional growth.

Qualifications

• Series 7 and 63 licenses required (or ability to obtain within 120 days).
• 1-3 years of sales or distribution support experience in financial services.
• Familiarity with alternative investments or private funds preferred.

Responsibilities

• Assist Territory Managers in identifying and targeting pension plans and funds.
• Support outreach campaigns through various communication methods.
• Prepare marketing materials and meeting summaries.
• Coordinate meetings, roadshows, and conference participation.
• Track engagement activities and manage CRM updates.
• Develop product knowledge across Walton’s investment strategies.

Skills

Sales support

Communication

Relationship building

Organization

CRM proficiency

Tools

Microsoft Office Suite

CRM systems

Job description

With more than 47 years of experience, Walton is one of North America’s leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages over US$ 4.54 billion of real estate assets in the United States and Canada, with more than 89,000 acres under management. The head office is in Scottsdale AZ, USA and we have offices located in the UAE, Southeast Asia, China and Canada.

We are a fast-paced environment, who promote flexibility and authenticity to ensure employees can manage their day and meet both work and personal commitments.

Position Summary

Walton Global is seeking a motivated and driven Pension Sales Associate to support our U.S. Capital Markets team. This role will partner closely with Territory Managers to expand Walton’s footprint within the pension, endowment, and institutional consulting channel. The ideal candidate is licensed, energetic, and eager to build a career in the institutional alternative investment space.

Essential Duties and Responsibilities

• Assist Territory Managers in identifying and targeting pension plans, Taft-Hartley funds, foundations, endowments, and institutional consultants in assigned regions.
• Support outreach campaigns through email, phone calls, virtual meetings, and data research to drive new business pipeline.
• Prepare and customize marketing materials, meeting summaries, and follow‑up communications.
• Coordinate and help schedule Territory Manager meetings, roadshows, events, and conference participation.
• Track engagement activities and manage CRM updates to ensure accuracy and visibility across teams.
• Develop product knowledge across Walton’s suite of land investment strategies and income‑focused offerings.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Series 7 and 63 licenses required (or ability to obtain within 120 days).
• 1–3 years of sales or distribution support experience in financial services, ideally within the pension or institutional channel.
• Strong communication and relationship‑building skills.
• Familiarity with alternative investments, real assets, or private funds preferred.
• Self‑starter with excellent organization and follow‑through.
• Ability to work independently in a remote environment.
• Proficiency with CRM systems and Microsoft Office Suite.

Why Walton

• Competitive pay and benefits
• Opportunities to grow and develop skills in multiple disciplines
• Fun, energetic co‑workers who share the same core values and strategies

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job‑related instructions and to perform any other job‑related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at‑will relationship.

The company is an equal opportunity employer, drug‑free workplace, and complies with ADA regulations as applicable.

We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.