Platform Sales Specialist - Wealth Distribution

AGF Investments; Boston (MA); Hybrid; USD 110,000 - 150,000; Full time

Job summary

AGF Investments in Boston seeks a Platform Sales professional to drive adoption of investment strategies across priority wealth platforms. You will engage financial advisors, support platform initiatives, and contribute to distribution through managed accounts, model portfolios, and ETF strategies.

The role reports to the VP, Wealth Strategy & Distribution, U.S., and is based in Boston in a hybrid setting. Ideal candidates have 3–7+ years in asset or wealth management and hold Series 7 and 63

Qualifications

• 3-7+ years of experience in asset management, wealth management, or investment distribution.
• Direct sales or client-facing business development experience.
• Familiarity with SMA/UMA, model portfolios, or ETFs is preferred.
• Strong communication and client engagement skills.
• Series 7 and 63 licenses are required.

Responsibilities

• Engage financial advisors and platform stakeholders to build awareness and usage of AGF’s investment strategies.
• Support outreach and relationship-building within priority wealth platforms.
• Participate in advisor meetings, platform calls, events, and follow-up activities.
• Maintain awareness of competitor strategies, platform trends, and advisor needs.
• Represent AGF at client meetings and industry events, maintaining accurate records in Salesforce.
• Track engagement and support reporting on platform and advisor activity.

Skills

Asset management

Wealth management

Sales / business development

Client engagement

Series 7 & 63 licenses

Tools

Salesforce

Job description

AGF Investments in Boston seeks a Platform Sales professional to drive adoption of investment strategies across priority wealth platforms. You will engage financial advisors, support platform initiatives, and contribute to distribution through managed accounts, model portfolios, and ETF strategies.

The role reports to the VP, Wealth Strategy & Distribution, U.S., and is based in Boston in a hybrid setting. Ideal candidates have 3–7+ years in asset or wealth management and hold Series 7 and 63