Nasdaq Dorsey Wright - Internal Sales Representative
About The Position
Nasdaq Dorsey Wright is a leading provider of technical research, investment solutions, and market insights that help financial professionals make more informed investment decisions. We're looking for an Inside Sales Representative to join our team, reporting to the Manager of Sales. In this role, you'll support advisors, asset managers, consultants, and investors by helping them maximize the value of our research platform, ETFs, and managed account solutions while contributing to business growth. You'll fit right in if you're client-focused, curious about financial markets, and enjoy building relationships. You thrive in a collaborative environment and are energized by helping clients navigate investment decisions with confidence.
Requirements
- Bachelor's degree in Business, Finance, Economics, or equivalent experience.
- 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 with 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 65 licenses are required for this role
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
- Deliver exceptional support and education to clients through phone, email, and virtual meetings.
- Build and maintain strong relationships with advisors, consultants, asset managers, and investors.
- Prospect new clients and identify opportunities across our research, ETF, and managed account solutions.
- Partner with senior sales leaders to support customer strategies, business development initiatives, and revenue growth.
- Monitor industry trends and market opportunities to provide valuable insights to clients and support sales efforts.
Benefits
- 401(k) program with 6% employer match
- Employee Stock Purchase Program with 15% discount
- Student loan repayment program up to $10k
- 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
- Hybrid home/office schedule (for most positions)
- Paid parental leave
- Fertility benefits
- Paid bereavement leave
- Company gift matching program
- Employee resource groups
- Paid volunteer days
- Education Assistance Program
- Robust job skills training and Professional development opportunities
- Annual bonus/commissions and equity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
