Wholesaler

🕒 June 25

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

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Exemplar Companies, PBC

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2005

💼 Consulting

📋 Compliance

💸 Finance

Consulting • Compliance • Finance

<Exemplar Companies, PBC> Exemplar Companies, PBC is a holistically integrated professional knowledge firm that provides legal, tax & accounting, compliance, strategy, capital raising, and wealth management services to startups, growth-stage companies, and impact-driven organizations. The firm emphasizes a relationship-first, value-based pricing model (no hourly billing) and a cross-disciplinary “one team” approach, offering coordinated advisory across law, finance, compliance, and strategy through programs like its Flexpertise subscription for scaling companies.

📋 Description

• Develop and execute a territory business plan designed to achieve or exceed sales and growth objectives • Build and maintain strong relationships with financial advisors, broker-dealers, RIAs, and distribution partners • Conduct advisor meetings, educational presentations, and client engagement events to strengthen relationships and increase product utilization • Identify and cultivate new business opportunities within assigned territories and channels • Provide market insights, investment updates, and product education in accordance with FINRA and compliance guidelines • Collaborate with internal teams, including marketing, operations, compliance, and leadership, to ensure consistent messaging and advisor support • Maintain accurate activity tracking, pipeline management, and advisor communications within CRM systems • Represent Exemplar Companies at conferences, networking events, and industry meetings • Partner cross-functionally to support strategic growth initiatives and advisor engagement efforts

🎯 Requirements

• FINRA Series 7 and Series 63 licenses required • Bachelor’s degree in Finance, Business, Marketing, or related field preferred • 5+ years of experience in investment sales, wholesaling, financial services, or business development • Strong understanding of alternative investments, private placements, and advisor distribution channels • Demonstrated success in meeting or exceeding sales and relationship management goals • Excellent communication, presentation, negotiation, and interpersonal skills • Self-starter with an entrepreneurial mindset and strong business development capabilities • Ability to travel within the assigned territory as needed • Experience working with both warehouse and independent broker-dealer channels preferred • Existing advisor relationships and established networks are highly desirable

🏖️ Benefits

• Entrepreneurial 1099 partnership opportunity with flexibility and autonomy • Access to Exemplar’s collaborative national platform and professional network • Operational, marketing, and leadership support designed to help grow your business • A values-driven culture focused on innovation, impact, and long-term success • Opportunity to work alongside experienced professionals across multiple disciplines • Flexible remote work environment