Wealth Platform Sales Specialist (U.S.)

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

Job summary

AGF Management Limited, a global asset management firm, seeks a Platform Sales professional to grow its U.S. wealth business by promoting AGF investment strategies across priority wealth platforms.

Based in Boston in a hybrid setting, you will engage financial advisors, support platform initiatives, and contribute to distribution through managed accounts, model portfolios, and ETFs. The role requires 3–7+ years in asset management and Series 7/63 licenses.

Qualifications

• 3–7+ years of experience in asset management, wealth management, or investment distribution.
• Direct sales or client-facing business development experience preferred in asset/wealth management.
• Familiarity with SMA/UMA, model portfolios, or ETFs is preferred.
• Strong communication and client engagement skills.
• Ability to operate in a fast-paced, team-oriented environment.
• 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.
• Conduct proactive outreach to develop advisor engagement and pipeline.
• Maintain accurate records of activity, pipeline, and opportunities in Salesforce.

Skills

Client engagement

Sales experience

Asset management knowledge

Team collaboration

Organization

Series 7 & 63 licenses

Tools

Salesforce

Job description

AGF Management Limited, a global asset management firm, seeks a Platform Sales professional to grow its U.S. wealth business by promoting AGF investment strategies across priority wealth platforms.

Based in Boston in a hybrid setting, you will engage financial advisors, support platform initiatives, and contribute to distribution through managed accounts, model portfolios, and ETFs. The role requires 3–7+ years in asset management and Series 7/63 licenses.