RIA Channel External Wholesaler — Growth & Structured Notes

InspereX LLC

Nebraska

On-site

USD 90,000 - 150,000

Full time

5 hours ago
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Job summary

InspereX LLC is seeking a highly motivated External Wholesaler to join our RIA Solutions team covering NE, KS, IA, and MO. You will drive new business development and expand relationships with RIAs, Family Offices, and wealth managers across the states.

The ideal candidate will have deep experience covering RIAs, a consultative sales approach, and strong knowledge of sophisticated investment solutions including structured notes, hedging, and monetization strategies for concentrated stock

Qualifications

  • Bachelor's degree preferred.
  • Series 7 and Series 63/65 required.
  • 7+ years of successful external wholesaling or institutional sales experience.
  • Extensive experience covering RIAs in NE, KS, IA, and MO.
  • Existing relationships with NE, KS, IA, and MO-based RIAs, Family Offices, and key decision-makers.

Responsibilities

  • Develop and grow relationships with RIAs, Family Offices, and independent wealth management firms across NE, KS, IA, MO.

Skills

Relationship building
RIA coverage
External wholesaling
Consultative selling
Presentation skills

Education

Bachelor's degree preferred

Tools

CRM systems

Job description

InspereX LLC is seeking a highly motivated External Wholesaler to join our RIA Solutions team covering NE, KS, IA, and MO. You will drive new business development and expand relationships with RIAs, Family Offices, and wealth managers across the states.

The ideal candidate will have deep experience covering RIAs, a consultative sales approach, and strong knowledge of sophisticated investment solutions including structured notes, hedging, and monetization strategies for concentrated stock

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