Institutional Sales Associate

Magis Capital Partners

. Support senior members of the institutional sales team across the full sales cycle, from initial outreach through contract execution and launch .

Posted 10/3/2026full-timeBerwyn • Pennsylvania • United StatesJuniorMid-Level💰 $70,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services, particularly in annuities and wealth management technology, with a strong ability to build relationships and articulate platform value propositions. Proficient in technical implementations, solution design, and maintaining accurate opportunity records to support sales cycles.

Highest-signal resume keywords

Financial Services ExperienceAnnuity KnowledgeTechnical ImplementationsSalesforce ProficiencyRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth Management TechnologyRequirements GatheringWorkflow DesignData IntegrationsSolution DesignContract ExecutionOpportunity ReportingPresentation SkillsNegotiation SkillsMarket Insight Analysis

Soft Skills

Organizational SkillsAttention to DetailCommunication SkillsExecutive PresenceInfluencing Skills

Tools & Technologies

SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Industry Keywords

AnnuitiesInsuranceAsset ManagementRegulatory RequirementsClient MeetingsPipeline ReportingIntegration PlanningClient EventsIndustry TrendsHome-Office Leadership

About the role

Key responsibilities & impact

Support senior members of the institutional sales team across the full sales cycle, from initial outreach through contract execution and launch
Develop and maintain command of the FIDx platform, including integrations, data flows, and technology requirements
Position FIDx as an end-to-end annuity and insurance solution by translating platform capabilities into client business outcomes
Build relationships with home-office leadership at assigned firms across product, distribution, operations, and compliance
Prepare for and participate in client meetings, product demonstrations, technical discussions, workflow reviews, and follow-up
Research and generate new opportunities within assigned firm segments
Maintain accurate opportunity records and support pipeline reporting to senior management
Partner with internal teams on contracting, onboarding, requirements gathering, integration planning, and implementation handoff
Support carrier and platform partner relationships
Represent FIDx at industry conferences, client events, and partner forums
Maintain knowledge of annuity products, managed accounts, retirement income, industry trends, and regulatory requirements
Take on assigned firms and individual sales targets with support from senior sales team members
Generate qualified opportunities and advance deals through discovery, solution design, contract execution, and launch
Conduct discovery and platform demonstrations for home-office audiences
Contribute to proposals and business cases for enterprise opportunities
Share client and market insight to inform product, pricing, and go-to-market decisions

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Economics, or a related field
4+ years of experience in the financial services industry with exposure to wealth management technology, annuities, insurance, or asset management
Working knowledge of the annuity and wealth management landscape
Experience with technical implementations or solution design, including requirements gathering, workflow design, integrations, testing, and rollout
Familiarity with APIs, data integrations, single sign-on, and security reviews in enterprise technology environments
Ability to build relationships with senior stakeholders and articulate platform value propositions clearly and confidently
Excellent organizational skills, attention to detail, and follow-through
Proficiency with Salesforce or comparable CRM software, including pipeline hygiene and accurate forecasting
Strong business acumen, executive presence, communication, presentation, negotiation, and relationship management skills
Ability to partner effectively across internal teams and influence product, pricing, solutioning, and go-to-market discussions
Highly self-motivated, strategic, and disciplined
Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook
Up to 50% travel is required
Must be able to work some hours outside typical business hours and during weekends as operational needs require
Visa sponsorship is not available

Benefits

Comp & perks

Primarily Monday through Friday during typical business hours
Office open Monday through Friday for those who want to work in the office
Equal opportunity employer
Exempt position not eligible for overtime pay