Description:
We are seeking a high-energy, client-focused Sales Specialist to support and accelerate growth for our wealth management firm.
This role sits at the intersection of event-driven marketing, sales-support activities to help Advisors, and CRM-driven pipeline management.
The ideal candidate is personable, organized, and confident in engaging with prospects in live settings, while also being disciplined and analytical when managing follow-up and sales processes. This is a visible, impact-driven role with a clear path for growth.
- This is a non-advisory, non-licensed role focused on organic growth—not portfolio management.
Key Responsibilities:
Educational & Marketing Seminars
- Coordinate and execute educational and marketing seminars designed to attract qualified wealth management prospects
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Partner with external marketing firms and internal stakeholders to:
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Drive targeted attendance
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Ensure message alignment and event readiness
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Attend, co-host, or host events, serving as a front-line representative of the firm
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Engage attendees before, during, and after events with the goal of:
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Building rapport and trust
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Securing follow-up meetings and discovery appointments
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Track event performance and outcomes (attendance, appointments set, conversion metrics) Provide insights and recommendations to improve the efficiency of business development initiatives.
CRM & Sales Process Management
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Maintain accurate and up-to-date records in the firm’s CRM (e.g., Salesforce or similar)
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Navigate prospects through a defined sales and nurturing process, including:
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Lead qualification
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Follow-up cadence
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Status tracking and handoffs to advisors
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Leverage digital marketing tools and automation to support prospect engagement
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Provide visibility into pipeline health, follow-up activity, and conversion trends
Sales Support & Productivity Projects
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Assist with sales initiatives that improve advisor productivity and prospect experience
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Support development of sales materials, event workflows, and follow-up processes
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Collaborate with marketing, advisors, and leadership on special projects related to growth
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Continuously identify opportunities to improve efficiency, consistency, and prospect experience
Requirements:
Experience & Skills
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2–5+ years in sales support, business development, client engagement, or marketing roles (financial services experience preferred, not required)
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Comfortable interacting with high-net-worth or professional audiences
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Strong working knowledge of CRMs (Salesforce or similar) and pipeline management
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Organized, detail-oriented, and able to manage multiple initiatives simultaneously
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Excellent verbal and written communication skills
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Confident, personable, and naturally relationship-driven
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Ability to create engaging marketing content using contemporary design tools such as Canva, Adobe Creative Suite, or similar platforms, to support seminars, campaigns, and prospect outreach.
Mindset & Traits
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Excels in an entrepreneurial environment where speed matters, processes are continuously refined, and not every answer is known in advance
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Proactive self-starter who thrives in a growth-oriented environment
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Comfortable operating in a fast-paced environment with evolving priorities, sometimes incomplete information and the need for proactive decision making
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Curious, coachable, and eager to learn wealth management concepts
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Takes pride in representing a professional brand at live events
Success Metrics: How is this role measured?
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Qualified attendance rate per event
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Number of follow-up appointments scheduled from events
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Accuracy and completeness of CRM data (timely updates, clean records)
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Lead progression rates through defined sales stages
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Completion of assigned sales support projects on time and on scope
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Professional presence and relationship-building effectiveness
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Post-event prospect feedback and engagement quality
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Brings a performance-driven mindset, understanding that exceptional results are recognized and rewarded through increased responsibility, compensation, and career growth.
Our Core Values:
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Thirst for Knowledge: You’re endlessly curious and committed to continuous learning.
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Innovative Problem Solver: You proactively create solutions, communicate clearly, and follow through.
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Self-Motivated: You are driven, results-oriented, and embrace challenges.
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Authentic: You operate with integrity and foster a drama-free, honest work environment.
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Positively Impact People: You lift others up—clients, colleagues, and the community.
