Hiring: External Wholesaler - RIA Channel Company: Zacks Investment Management Location: Greater Chicago Area Job Posted Time: 2026-09-10 11:42:02 Employment Type: Remote Target Skills & Keywords : Microsoft Office, Portfolio Management, Salesforce, Series 66, Series 7 About the job Experience: •5+ years of experience in financial services sales, preferably as an external wholesaler. Required Skills: •Job Title: RIA Business Consultant (External Wholesaler – RIA Channel) •Reports to: Director of RIA Solutions •Travel: 50-70% (client meetings, conferences, advisor visits within territory) •Develop and execute a comprehensive business plan to grow assets under management (AUM) and advisor relationships in your assigned territory. •Build and maintain strong, long-term partnerships with independent RIAs, wealth managers, and financial advisors by serving as their trusted consultant on investment solutions. •Conduct in-person and virtual meetings, presentations, and educational sessions to showcase our SMA offerings, model blends, custom strategies, and unique solutions. •Identify new business opportunities, prospect for new RIA partners, and deepen penetration with existing relationships through consultative selling. •Provide ongoing support, including product training, portfolio construction guidance, performance reporting, and market insights to help advisors integrate our solutions into their practices. Qualifications: •Bachelor's degree required, advanced degree •Demonstrated success in success in wholesaling ETF’s, SMAs, unified managed accounts (UMAs), model portfolios, or similar investment solutions to independent RIAs. •Series 7 and Series 66 (or 63 & 65) licenses required. •In-depth knowledge of the RIA business, portfolio construction, tax management, and separately managed accounts. •Excellent communication, presentation, and relationship-building skills with the ability to engage at the C-suite and advisor level. •Self-motivated, results-oriented, and comfortable working independently in a field-based role. •Proficiency with CRM systems (e.g., Salesforce), Microsoft Office, and virtual meeting tools. •Willingness to travel extensively within territory and comply with all regulatory requirements. Compensation: •$100,000 - $250,000 / year •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!