Hiring: Internal Wholesaler Company: North Square Investments Location: Chicago, IL Job Posted Time: 2026-09-16 11:42:02 Employment Type: Full-time Target Skills & Keywords : Capital Markets, Salesforce, Series 7 About the job Experience: •2-5 years of industry experience •5 years of industry experience Required Skills: •Identify and cultivate new business opportunities, follow up on pipeline, and set appointments •Drive attendance at various External Wholesaler meetings, conferences, webinars/firm events •Schedule meetings for the External Wholesaler with prospects, existing clients, and centers of influence •Architect and deliver and manage the territory calendar, rotation, and list of focus advisors/firms •Document all daily activities, such as calls, emails, follow up activity in Salesforce •Develop exceptional product knowledge and positioning of North Square’s product suite •Constantly expand knowledge of the economy and financial markets •Maintain a client-centric approach: Assist with and resolve client service issues Qualifications: •College Degree, preferably business, economics, finance, sales, or marketing •Position is based in Chicago 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!