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.
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.
Key Responsibilities
Internal Sales Leadership & Talent Development
- Build, lead, and coach a high-performing internal sales team with clear expectations on activity, pipeline, and growth
- Develop talent and progression pathways while fostering a culture of accountability and commercial excellence
Sales Execution & Performance Oversight
- Drive proactive outreach programs and ensure disciplined execution across advisor engagement and CRM usage
- Monitor performance metrics (activity, conversion, flows) to identify growth opportunities
Cross-Functional Partnership & Alignment
- Align internal and external sales coverage, partnering with leadership on territory strategy and segmentation
- Collaborate with Marketing, Product, Compliance, and Operations to enhance execution and campaign impact
Scale, Infrastructure & Process Enhancement
- Standardize messaging and build scalable sales processes, training, and onboarding programs
- Own CRM quality, reporting, and execution of strategic initiatives (product launches, campaigns)
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
- FINRA Series 7 and 63/65 or 66 required; Series 24 preferred
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
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.