Design and implement a comprehensive wholesaling training strategy aligned with business objectives, sales segmentation, and distribution channels
Develop scalable programs across onboarding, product knowledge, advisor engagement, and consultative selling
Lead the end-to-end onboarding experience for new team members across internal and external wholesaling teams
Collaborate with Product Marketing, Investments, and Portfolio Management teams to translate complex investment concepts into practical learning experiences
Develop training focused on territory management, segmentation, and advisor engagement strategies
Partner with Sales Leaders to promote consistent coaching practices and performance development

5–10+ years of experience in financial services sales, distribution, or sales training
Demonstrated experience working with investment products including mutual funds, ETFs, SMAs, alternatives, and model portfolios
Experience supporting or partnering with a wholesaling or distribution organization
Strong facilitation, presentation, and communication skills across diverse audiences
Ability and willingness to travel as needed (approximately 33–50%)
Prior experience as an internal or external wholesaler is preferred
Relevant securities licenses (e.g., Series 6, 7, 65, or 66) preferred or ability to obtain
Experience working across multiple distribution channels (RIA, broker-dealer, wirehouse, bank, institutional)
Familiarity with CRM and enablement tools (e.g., Salesforce, Seismic, ZoomInfo, LinkedIn Navigator)

Sales Training Manager

Key skills