Investment Strategy Internal Sales Specialist

A company is looking for an Internal Sales Specialist | Investment Strategy. Key Responsibilities Manage the full lifecycle of prospective Strategy clients, including coordination of meetings and onboarding Complete necessary documentation and maintain accurate records throughout the client intake and onboarding process Provide ongoing support and follow-up with clients and advisors post-onboarding Required Qualifications Bachelor's degree (or equivalent experience) in business, financial services, or a related field Minimum of 4 years of applicable experience, ideally in financial services FINRA Series 65 preferred Basic knowledge of RIA and custodial platforms and investment products Experience with Microsoft Office suite and Salesforce

Created: 2026-03-05