Internal Wholesaler
Marine Layer Advisors
About Marine Layer Advisors
Marine Layer Advisors is a specialized investment firm focused on helping financial advisors and RIAs navigate and implement structured note strategies. We combine structured products expertise, technology, analytics, and personalized service to help advisors identify and implement investment solutions for their clients.
Position Overview
Marine Layer Advisors is seeking an Internal Wholesaler to join our growing sales and distribution team. This individual will focus on developing relationships with financial advisors and RIAs, generating new business opportunities, and supporting the continued growth of Marine Layer’s structured products platform.
The ideal candidate is a motivated, relationship-driven sales professional who is comfortable prospecting, communicating with financial professionals, and developing new business.
Key Responsibilities
- Prospect and develop relationships with financial advisors, RIAs, and wealth management firms.
- Generate new business opportunities through outbound calls, email, referrals, and ongoing relationship development.
- Identify and qualify prospective advisors and new sales opportunities.
- Educate advisors on Marine Layer’s structured products, investment solutions, and capabilities.
- Partner with senior sales and distribution professionals to develop and grow assigned territories.
- Schedule and support advisor meetings, presentations, and strategy discussions.
- Build and maintain relationships with existing advisors while identifying opportunities for additional business.
- Provide timely follow-up, product information, and sales support to advisor partners.
- Maintain accurate prospect, pipeline, and sales activity within the CRM.
- Collaborate with sales, investment, marketing, and operations teams to provide a high level of advisor service.
- Stay current on financial markets, structured products, and relevant industry trends.
Qualifications
- 2+ years of experience in financial services, investment sales, internal wholesaling, business development, or a related field preferred.
- Experience working with financial advisors, RIAs, or wealth management firms strongly preferred.
