Wealth Retail Business Sales Specialist

About the Role – 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.

• 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).
• 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.

Base salary range: USD 80,000 – 150,000. This range takes into account skill sets, role, certifications, education, and other relevant factors. Additional rewards may include discretionary corporate bonus and/or incentives, if eligible. All employees are eligible to receive salary, variable compensation, and benefits.

• Retirement plan
• Health, well‑being, dental, vision, and pharmacy coverage
• Health savings account and flexible spending accounts
• Commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Back‑up childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Wellington Management is an Equal Opportunity Employer. We consider all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, and require an accommodation to apply for a job, we will consider that request and grant such accommodations to ensure a fair and effective recruitment experience.