Director, Internal Sales

Job Description: Director of Internal Sales

Location: Bethesda, MD (On‑site)

Firm/Company Overview:

A boutique investment management firm with a growing national presence is seeking a Director of Internal Sales to lead and scale its internal distribution function. This is a senior leadership role responsible for building a high‑performing internal sales organization that serves as the engine for advisor engagement, pipeline development, and asset growth across intermediary channels.

This role is designed for a proven sales leader, not a caretaker. The successful candidate will be expected to elevate standards, implement disciplined execution frameworks, and help shape the next phase of the firm's distribution strategy.

Role Summary:

The Director of Internal Sales will recruit, develop, and lead a team of internal wholesalers and sales associates supporting national distribution across mutual funds, ETFs, and SMA strategies. The role owns internal sales activity standards, performance metrics, CRM discipline, and ensures tight alignment between internal and external sales coverage. Success in this position is measured by increased outbound activity quality, improved meeting conversion, stronger pipelines, and consistent net flow growth.

Key Responsibilities

Internal Sales Leadership & Talent Development

• Lead the build‑out, development, and ongoing coaching of a results‑driven internal sales organization
• Define and hold the team accountable to clear expectations around outreach activity, meeting generation, pipeline development, and asset growth
• Provide consistent coaching through regular check‑ins, call reviews, and territory performance discussions
• Create structured development paths that prepare top internal performers for progression into external roles
• Cultivate a culture centered on ownership, accountability, and commercial excellence

Sales Execution & Performance Oversight

• Design and manage proactive outreach programs focused on financial advisors, platform partners, and key home‑office stakeholders
• Oversee daily execution standards, ensuring high‑quality advisor engagement, disciplined follow‑up, and strong CRM usage
• Identify growth opportunities across both existing relationships and new prospect segments
• Analyze and communicate sales performance metrics, including activity levels, conversion trends, pipeline strength, and net flows

Cross‑Functional Partnership & Alignment

• Ensure seamless coordination between internal sales coverage and external territory execution
• Work closely with senior sales leadership to refine territory models, advisor segmentation, and growth priorities
• Partner with Marketing, Product, Compliance, and Operations to remove friction and improve sales efficiency
• Support targeted campaigns and post‑conference initiatives to maximize advisor engagement

Scale, Infrastructure & Process Enhancement

• Maintain consistent messaging across sales materials, product positioning, and market narratives
• Build scalable sales processes, onboarding programs, and training resources to support growth
• Lead internal initiatives tied to product launches, platform approvals, and strategic campaigns
• Own CRM data quality, reporting standards, and executive‑level visibility into sales activity and performance

Qualifications

• 5-10+ years of experience in asset management sales, internal wholesaling, external wholesaling, or sales leadership
• Demonstrated experience leading and coaching internal sales teams
• Deep understanding of intermediary distribution across mutual funds, ETFs, and SMAs
• Strong knowledge of RIA, independent broker‑dealer, wirehouse, and regional broker‑dealer channels
• Proven track record of driving asset growth through disciplined activity management
• Strong analytical skill set and fluency with CRM platforms (Salesforce, HubSpot, or similar)
• FINRA Series 7 and 63/65 or 66 required; Series 24 preferred

Why This Role

• Leadership position within a growing asset manager expanding its national distribution footprint
• Direct access to senior leadership and meaningful influence over sales strategy
• Opportunity to build and shape an internal sales organization rather than inherit a static structure
• Competitive base salary with performance‑based incentive compensation
• Clear runway for long‑term leadership growth within distribution

Compensation & Benefits

• Total Compensation Range: $120,000 - $300,000 (base + incentive)
• Comprehensive benefits package including:
• Medical, dental, and vision coverage
• Health savings account option
• 401(k) and retirement benefits
• Paid parental leave
• Commuter benefits
• Disability insurance
• Paid time off