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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading sales teams, developing talent, and driving asset growth through consultative selling and performance management. Proficient in utilizing CRM and sales analytics tools to enhance sales effectiveness and ensure compliance with industry standards.
Highest-signal resume keywords
Sales LeadershipConsultative SellingSalesforce CRMAsset ManagementSeries 7 and 63/65
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Consultative SellingDiscovery-Based ProspectingCold CallingSales Performance ManagementSales AnalyticsProduct MasteryPipeline ManagementTerritory PlanningCoaching and DevelopmentCompliance Requirements
Soft Skills
CoachingCollaborationFeedback DeliveryTeam LeadershipCommunication
Tools & Technologies
Salesforce CRMAI-Enabled ToolsSales AnalyticsCRM Systems
Certifications & Qualifications
Series 7Series 63Series 65Series 24 (Preferred)
Industry Keywords
Asset ManagementRetail DistributionWirehouseIndependent Broker-Dealer (IBD)Registered Investment Advisor (RIA)Investment ManagementFinancial ServicesCompliance
About the role
Key responsibilities & impact- Lead and coach the internal sales desk's daily operations, activity standards, and performance culture
- Drive asset growth and qualified appointment setting for external partners
- Assess sales capability, product knowledge, and commercial judgment
- Build targeted development plans and address performance gaps
- Deliver structured onboarding covering the firm, products, systems, sales process, and client segments
- Run skill-building on product mastery, consultative selling, discovery, prospecting, cold calling, objection handling, and external-wholesaler partnership
- Listen to live calls and pipeline work and provide real-time feedback
- Manage career progression toward Hybrid and External Wholesaler roles
- Oversee licensing paths and ongoing product training
- Partner with Sales Leadership on distribution strategy and territory coverage
- Lead team meetings, pipeline reviews, and one-on-ones
- Use CRM, sales analytics, and AI-enabled tools to track KPIs and coaching needs
- Ensure sales activity and client interactions comply with firm policies, compliance requirements, and approved messaging
Requirements
What you’ll need- Minimum of 10 years in asset management retail distribution, including ownership of an external territory
- Minimum of 5 years leading and developing field sales talent, specifically internals and hybrids
- Demonstrated ability to identify, assess, and develop early-career sales talent
- Deep technical knowledge of Wirehouse, IBD, and RIA landscapes, including platform dynamics and advisor workflows
- Mastery of consultative selling, discovery-based prospecting, and high-impact cold calling
- Experience using Salesforce CRM and sales analytics for territory planning, desk KPIs, and performance management
- Familiarity with AI-enabled workflow or coaching tools
- Ability to collaborate with senior leaders, external wholesalers, Product, Marketing, National Accounts, and Compliance
- Active Series 7 and 63/65 (or 66) required
- Series 24 (Principal) preferred, or must be obtained within a specified timeframe
- Bachelor's degree preferred
- Experience with investment management, retirement, insurance, or other financial services products is a plus
Benefits
Comp & perks- Comprehensive, competitive benefits
- Individualized employee experience supporting balance among career, family, and community commitments
- Career development and ongoing investment in employee development
- Incentive compensation may be included