Internal Sales Specialist | Partner Programs

Accountabilities:

• Proactively identify and develop new business opportunities through outreach to regional custodial and financial services partners.
• Serve as part of a rapid-response team for incoming custodial referrals, ensuring leads are acknowledged and acted upon promptly.
• Coordinate pre-introduction communications, scheduling, and information gathering throughout the early stages of the sales cycle.

Requirements:

• At least 2 years of relevant professional experience in financial services or wealth management.
• Bachelor's degree or equivalent; FINRA Series 7 and 66 preferred.
• Strong verbal, written, and presentation skills with relationship-building ability.

Benefits:

• Base salary of $70,000–$85,000 annually with a comprehensive benefits package.
• Medical, dental, and vision coverage, 401(k) with employer match, and 18 days of PTO.
• Fully remote work arrangement for candidates in Mountain or Pacific time zones.