Wealth Retail Business Sales Specialist

Wellington Management

Sales Specialist managing day-to-day advisor engagement and operational support for retail wealth distribution. Collaborating with wholesalers and ensuring timely, accurate support to financial advisors.

Posted 6/17/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the operational engine behind retail wealth distribution
Partner with external and internal wholesalers
Manage inbound advisor inquiries and follow-ups
Maintain accurate Salesforce documentation
Support logistical needs for meetings and events

Requirements

What you’ll need

Experience in retail sales or financial services
Proficiency in Salesforce
Excellent customer service skills
Strong organizational abilities
Ability to work in a fast-paced environment

Benefits

Comp & perks

retirement plan
health and wellbeing
dental, vision, and pharmacy coverage
health savings account
flexible spending accounts and commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Salesforce

Soft Skills

customer serviceorganizational abilities