Nasdaq Dorsey Wright - Internal Sales Representative
About The Position
Nasdaq Dorsey Wright is a provider of technical research, investment solutions, and market insights for financial professionals. The Internal Sales Representative supports advisors, asset managers, consultants, and investors in getting value from the company’s research platform, ETFs, and managed account solutions while contributing to business growth. The role is suited to someone who is client-focused, interested in financial markets, and enjoys building relationships in a collaborative environment. The position is located in Richmond, Virginia, or New York, New York, and offers a hybrid work environment with at least three days per week in the office. This arrangement is subject to change.
Requirements
- Bachelor's degree in Business, Finance, Economics, or equivalent experience.
- At least 2 years of experience in financial services, client success, sales, account management, or a related field.
- Strong interest in investment markets and a passion for helping clients achieve their financial goals.
- Excellent communication and relationship-building skills, including the ability to explain complex concepts clearly.
- Experience working with CRM platforms and collaborating across teams to deliver client success.
- Active Series 7 and Series 55 licenses.
Nice To Haves
- Experience supporting financial advisors, wealth management firms, or asset managers.
- Familiarity with investment products such as ETFs, managed accounts, portfolio analysis, or research platforms.
- Experience with Salesforce or similar CRM tools.
Responsibilities
- Support and educate clients through phone, email, and virtual meetings.
- Build and maintain relationships with advisors, consultants, asset managers, and investors.
- Prospect new clients and identify opportunities for research, ETF, and managed account solutions.
- Partner with senior sales leaders on customer strategies, business development initiatives, and revenue growth.
- Monitor industry trends and market opportunities to provide client insights and support sales efforts.
Benefits
- 401(k) program with a 6% employer match.
- Employee Stock Purchase Program with a 15% discount.
- Student loan repayment program up to $10,000.
- Company-paid life and disability plans.
- Generous paid time off.
- Comprehensive medical, dental, and vision coverage.
- Health spending account with employer contribution.
- Paid flex days to support mental wellbeing.
- Gym membership discounts.
- Paid parental leave.
- Fertility benefits.
- Paid bereavement leave.
- Company gift matching program.
- Employee resource groups.
- Paid volunteer days.
- Education Assistance Program.
- Job skills training and professional development opportunities.
- Annual bonus/commissions and equity in addition to base salary.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
