Verified Job
Sales
Wealth Retail Business Sales Specialist
Sales
#53108
Remote / WFH
TalentAlly
Job Description
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About The Role
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.
What This Role Owns
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
Core Responsibilities
Wholesaler Leverage
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
Sales Process Support
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.
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. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, ****** 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, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About The Role
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.
What This Role Owns
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
Core Responsibilities
Wholesaler Leverage
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
Sales Process Support
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.
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. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, ****** 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, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
