Wealth Retail Business Sales Specialist

Wellington Management•Boston, MA

13d•$80,000 - $150,000•Hybrid

About The Position

The Position We are seeking a Sales Specialist to serve as the operational engine behind our retail wealth distribution effort. This role partners directly with external and internal wholesalers to drive day-to-day advisor engagement, inbound triage, meeting follow-up, and opportunity acceleration, ensuring financial advisors receive timely , accurate , and high-quality support across inquiries, materials, scheduling, and Salesforce documentation. Responsibilities The Sales Specialist is a professional who increases wholesaler capacity by handling day-to-day advisor engagement, triage, follow-up, inquiries, and opportunity acceleration. They own tactical execution that keeps the sales engine running while ensuring advisors receive timely , accurate , value-add responses.

Requirements

Sales Specialist is a professional who increases wholesaler capacity by handling day-to-day advisor engagement, triage, follow-up, inquiries, and opportunity acceleration.
Owns tactical execution that keeps the sales engine running while ensuring advisors receive timely, accurate, value-add responses.
Must have Salesforce documentation experience.
Must have experience in tailoring approved content for advisor conversations.
Must have experience in logging advisor touchpoints, sentiment, interest, and follow-up needs.
Must have experience in identifying book trends and surfacing actionable patterns.
Must have experience in scheduling and coordinating FA meetings.
Must have experience in preparing materials (e.g., pitchbooks, product summaries, etc.).
Must have experience in handling inbound triage related to applications, paperwork, platforms, and investment questions.
Must have experience in coordinating with investor services, onboarding, and operations.
Must have experience in tracking tasks, timelines, and advisor commitments in salesforce.
Must have experience in assisting with prioritizing advisors, wholesalers’ calendars, and follow-up lists.
Must have experience in monitoring pipeline health and recommending actions to move opportunities forward.
Must have experience in supporting virtual roadshows, webinars, and small group advisor education sessions.
Must have experience in travel booking and expense report management.
Must have experience in event support including managing materials, handouts, booth set up , etc.

Nice To Haves

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background.

Responsibilities

Inbound advisor inquiries: product questions, performance, positioning, documents, and process questions
Timely, accurate follow-up – “first call resolution”
Escalation routing to wholesalers when higher-touch engagement is needed
All follow-up actions from meetings, events and campaigns
Continuous outreach to keep opportunities warm and progressing
Maintain clean accurate Salesforce documentation
Sending the right product materials, market commentary, case studies, and product comparisons based on advisor needs
Customized approved content for advisor conversations (not creating new content , but tailoring within compliance)
Day-to-day coverage when wholesalers travel or are in meetings
Ensure advisors experience seamless coverage regardless of which wholesaler is available
Logging advisor touchpoints, sentiment, interest, and follow-up needs
Identifying book trends (e.g., flows, redemptions, placement changes) and surfacing actionable patterns
Scheduling and coordinating FA meetings on behalf of wholesalers, and serving as the administrative catch-all for day-to-day logistics that keep advisor engagement on track
Partner closely with external and internal wholesalers to support regional sales goals
Prepare materials (e.g., pitchbooks, product summaries, etc.)
Assist internals with meeting follow up including information requests, scheduling, etc.
Support strategic accounts teams with home office engagement and event coordination
Handle all inbound triage related to applications, paperwork, platforms, and investment questions (within licensing and compliance boundaries)
Coordinate with investor services, onboarding, and operations to ensure a consistent advisor experience
Track tasks, timelines, and advisor commitments in salesforce
Assist in prioritizing advisors, wholesalers’ calendars, and follow-up lists
Monitor pipeline health and recommend actions to move opportunities forward
Support virtual roadshows, webinars, and small group advisor education sessions
Travel booking and expense report management including submitting , tracking, and reporting back to distributors
Event support including managing materials, handouts, booth set up , etc.