← All roles

ETF External Wholesaler

Corgi· Sales
Apply on company site
New York, NY$100k - $400kFull-timePosted 2mo ago

About the role

The ETF External Wholesaler is a full-time, defined territory role focused on driving distribution and asset growth for Corgi Invest’s ETF lineup by building and maintaining relationships with financial advisors, wealth managers, and other intermediaries across multiple territories.

Responsibilities

  • Prospect and develop new relationships within defined territories
  • Educate financial professionals on ETF strategies and product offerings through in-person meetings, calls, and presentations
  • Develop and execute territory-level business plans
  • Collaborate with internal wholesale, sales, marketing, and product teams
  • Provide ongoing market and product insights to clients and feedback to product/marketing teams
  • Coordinate production with internal wholesale team
  • Attend industry events and conferences
  • Ensure all communications comply with regulatory and compliance standards
  • Track sales activity and maintain relationships for long-term partnerships

Qualifications

  • Bachelor’s degree in Finance, Business, Economics, or related field (or equivalent experience)
  • Strong business planning skills including territory management and goal setting
  • Entrepreneurial mindset with desire to build a book of business
  • Solid foundation in finance and investments; ability to explain ETF structures, risk/return profiles, and portfolio applications
  • Direct experience in wholesale distribution or external sales within asset management, ETFs, or related financial products
  • Proven sales skills: prospecting, relationship building, closing, and maintaining client partnerships
  • Excellent communication and presentation skills; ability to translate complex concepts clearly
  • Knowledge of U.S. advisory/intermediary landscape; established Chicago area or nearby relationships preferred
  • Ability to work collaboratively with internal teams while operating independently
  • FINRA licenses (Series 7 and 63 or equivalents) or ability to obtain within defined timeframe
  • Demonstrated commitment to ethical conduct, regulatory compliance, and professional client interactions
  • Fin/Business/Econ-related designations (e.g., CFA, CIMA) are a plus
  • US citizen/visa only

Skills

Required:Territory managementRelationship buildingETF knowledgeSales prospectingRegulatory/compliance awareness
Last updated Oct 22, 2026. Interested? Apply on the company site.
Corgi logo

About Corgi

Startup Insurance, Quoted in Minutes | Corgi

Company profileWebsite

More open roles at Corgi