External ETF Wholesaler
New York, New York County, New York, 10261, USA
Listed on 2026-10-15
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Sales
Outside / Field Sales, B2B Sales, Financial Sales, Wholesale
As Corgi expands its investment platform, we're building an ETF distribution team to bring our lineup of core index, buffer/defined-outcome, and thematic strategies to financial advisers and institutions.
To learn more about Corgi's ETFs and current offerings, visit
The RoleWe're looking for an experienced External ETF Wholesaler to build and own Corgi's Northeast territory.
You'll be responsible for growing ETF assets and developing relationships with RIAs, independent broker-dealers, wirehouse teams, and other wealth-management firms across the region. You'll work directly with advisers to understand their portfolios, identify where Corgi's strategies fit, win initial allocations, and turn those relationships into long-term partnerships.
You'll work alongside an internal wholesaling team responsible for prospecting and setting meetings, giving you the ability to focus on adviser relationships, territory development, and raising assets.
This is an opportunity to build a territory from the ground up and play a meaningful role in scaling Corgi's ETF distribution platform.
What You'll Do- Own and grow ETF distribution across the Northeast
- Develop relationships with RIAs, independent broker-dealers, wirehouse teams, and wealth-management firms
- Drive new ETF assets and expand existing adviser relationships
- Run adviser meetings, portfolio discussions, educational events, and territory campaigns
- Develop a deep understanding of Corgi's ETF strategies and clearly articulate where they fit within client portfolios
- Partner closely with internal wholesalers to prioritize prospects, coordinate outreach, and convert opportunities
- Develop relationships with home offices, model providers, and other key centers of influence
- Work with capital-markets partners on larger ETF trades and implementation
- Build and execute a disciplined territory plan while maintaining an accurate sales pipeline
- Represent Corgi at adviser events, conferences, and industry meetings
- 3+ years of external wholesaling experience in ETFs, mutual funds, or related investment products
- Demonstrated ability to raise assets and develop a territory
- Existing relationships with financial advisers in the Northeast
- ETF distribution experience strongly preferred
- Buffer / defined-outcome ETF experience is a significant plus
- Strong understanding of financial markets, portfolio construction, and ETF implementation
- Active Series 7 and 63 or 66 preferred
- Strong communication, presentation, and relationship-building skills
- Entrepreneurial mindset and interest in helping build a distribution platform
- Willingness to travel throughout the Northeast
- Based in or able to work regularly from New York City or Philadelphia
$100,000–$130,000 base salary + performance incentive tied to assets raised
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