Wholesaler

Exemplar Companies • Boston, MA

1d • Remote

About The Position

Exemplar Companies is seeking an experienced Registered Representative – Wholesaler to drive strategic distribution growth and advisor engagement across assigned markets and channels. This individual will be responsible for developing relationships with financial advisors, broker-dealers, RIAs, and other financial intermediaries while promoting the firm’s investment offerings and solutions. This opportunity is ideal for a high-performing, relationship-driven professional who thrives in an entrepreneurial environment and is motivated by business development, strategic partnerships, and long-term growth.

Requirements

• FINRA Series 7 and Series 63 licenses required
• 5+ years of experience in investment sales, wholesaling, financial services, or business development
• Strong understanding of alternative investments, private placements, and advisor distribution channels
• Demonstrated success in meeting or exceeding sales and relationship management goals
• Excellent communication, presentation, negotiation, and interpersonal skills
• Self-starter with an entrepreneurial mindset and strong business development capabilities
• Ability to travel within the assigned territory as needed

Nice To Haves

• Bachelor’s degree in Finance, Business, Marketing, or related field preferred
• Experience working with both warehouse and independent broker-dealer channels preferred
• Existing advisor relationships and established networks are highly desirable

Responsibilities

• Develop and execute a territory business plan designed to achieve or exceed sales and growth objectives
• Build and maintain strong relationships with financial advisors, broker-dealers, RIAs, and distribution partners
• Conduct advisor meetings, educational presentations, and client engagement events to strengthen relationships and increase product utilization
• Identify and cultivate new business opportunities within assigned territories and channels
• Provide market insights, investment updates, and product education in accordance with FINRA and compliance guidelines
• Collaborate with internal teams, including marketing, operations, compliance, and leadership, to ensure consistent messaging and advisor support
• Maintain accurate activity tracking, pipeline management, and advisor communications within CRM systems
• Represent Exemplar Companies at conferences, networking events, and industry meetings
• Partner cross-functionally to support strategic growth initiatives and advisor engagement efforts

Benefits

• Entrepreneurial 1099 partnership opportunity with flexibility and autonomy
• Access to Exemplar’s collaborative national platform and professional network
• Operational, marketing, and leadership support designed to help grow your business
• A values-driven culture focused on innovation, impact, and long-term success
• Opportunity to work alongside experienced professionals across multiple disciplines
• Flexible remote work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Senior