Internal Sales Associate

Shelton Capital Management is seeking a motivated, licensed Internal Sales Associate to join our Denver office. This role partners directly with our Regional Sales Directors to cultivate relationships with financial advisors, generate and advance new business opportunities, support advisor retention and the continued growth of Shelton’s ETF, mutual fund, and separately managed account business. The Internal Sales Associate is a revenue-producing member of the territory team and is expected to combine proactive prospecting, consultative product positioning, disciplined pipeline management, and exceptional advisor service.

This role is in-office at Shelton Capital Management’s Headquarters in downtown Denver, Colorado. The ideal candidate is seeking to develop a career in investment sales.

Key responsibilities & duties include, but not limited to:

• Advisor Prospecting and Business Development
  • Execute consistent outbound prospecting through phone, approved email, virtual engagement, campaigns, events, and targeted follow-up.
  • Open credible advisor conversations, identify needs, qualify opportunities, and secure meetings for the assigned Director, Advisor Channel.
  • Follow up on marketing campaigns, website activity, event attendance, inbound inquiries, product interest, and other engagement signals.
  • Identify opportunities to deepen relationships, cross-sell Shelton capabilities, retain assets, and advisors.
  • Meet or exceed defined activity, meeting, opportunity, pipeline, and sales-support expectations.
• Advisor Engagement and Consultative Selling
  • Conduct routine advisor conversations regarding Shelton strategies, market updates, investment use cases, portfolio needs, and approved product information.
  • Use discovery questions to understand an advisor’s business model, client base, portfolio challenges, decision process, current solutions, and timing.
  • Build familiarity with advisor practice types, distribution channels, and an overall deep understanding of the various financial advisor business models.
  • Position Shelton mutual funds, ETFs, separately managed accounts, and other solutions accurately.
  • Handle common advisor questions and objections; involve the Director, investment team, product specialists, or other resources when deeper expertise is required.
  • Provide timely, accurate follow-up and maintain a high standard of authentic client service throughout the sales process.
  • Develop relationships with advisors, analysts, portfolio managers, sales assistants, and other members of the advisor practice.
• Territory Partnership and Execution
  • Partner daily with the assigned Director to execute the territory business plan, call strategy, travel schedule, advisor segmentation, and campaign priorities.
  • Prepare the Director for advisor meetings with relevant background, holdings information, prior activity, opportunity status, competitive context, and clear meeting objectives.
  • Coordinate pre-trip outreach, meeting confirmations, travel follow-up, event invitations, and post-meeting next steps.
  • Participate in weekly territory reviews covering activity, pipeline, upcoming meetings, campaigns, asset movements, and priority relationships.
  • Share relevant advisor intelligence, competitive observations, platform developments, and market feedback with the broader sales organization.
  • Assume ownership of selected advisor relationships or geographic segments as proficiency and business needs develop.
• Pipeline, CRM, and Sales Technology
  • Use Salesforce, Salesloft, and other approved systems daily to document activity, maintain complete advisor records, manage tasks, and track opportunities.
  • Maintain accurate opportunity stages, estimated assets, product interest, decision participants, timing, next steps, and probability assessments.
  • Proact…