Internal Wholesaler

Description of Position

Support our sales team in introducing, educating and selling the Exceed Investment product line to RIAs, IBDs, and Family Offices.

Responsibilities will include handling of outbound and inbound sales calls, preparation of marketing materials, and scheduling of events and meetings.

You must be patient enough to explain complex concepts simply and courageous enough to ask for the order.

Our driven, dedicated team has a flat organizational style and a love of building something new. Come enjoy a ride that will be big, innovative and dynamic!

Preferred Candidate

Base Salary Range – To be discussed


The ideal candidate will have proven track record in supporting sales efforts, ideally within financial services.

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