Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – (Opportunities in Colorado Springs, CO and Baltimore, MD)

Build and manage relationships with financial advisors in an assigned territory, partnering with external sales to identify and cover high-potential advisors. Prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach, driving gross sales and net new flows. Use internal and third-party data to target opportunities, maintain Salesforce CRM data, and support follow-up and due diligence logistics while attending periodic conferences.