Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

SUMMARY:  

We are seeking a results-driven sales professional to promote and sell Wealthspire’s Executive Benefits solutions through strategic partnerships with internal Wealthspire advisors and clients and external stakeholders, including consulting firms, financial institutions, and insurance brokerage organizations. This role is responsible for driving new business, leading the full sales cycle, and achieving sales and profitability targets while building strong client relationships. The ideal candidate will maintain an active pipeline, collaborate with internal teams on sales strategy, and ensure a seamless transition to account management. Success in this role requires strong communication, presentation, and closing skills, along with the ability to manage multiple priorities, adapt in a fast-paced environment, and maintain deep knowledge of executive benefit offerings.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Promote Wealthspire’s Executive Benefits services to internal Wealthspire advisors.
• Create and maintain referral relationship with intermediaries and joint partnerships such as large NQDC admin platforms, insurance brokers, and other third party centers of influence.
• Sells the complete offering of company services
• Expands offering with third party referral partnerships and maintains relationships.
• Acquire new customers
• Lead all aspects of the sales process
• Internally promote capabilities.
• Ensure a seamless transition of customer responsibility to account management team
• Train advisors on executive benefits best practices to expand account management capabilities.
• Achieve assigned sales quota
• Meet assigned expectations for profitability
• Achieve new account acquisition targets
• Complete required training and development objectives within the assigned time frame

KNOWLEDGE, SKILLS, AND/OR ABILITY:

• Communication skills - written and verbal
• Planning and organizing
• Problem assessment and problem solving
• Attention to detail and accuracy
• Flexibility
• Adaptability
• Benefit plan knowledge
• Sales and closing skills
• Presentation skills
• Business development
• Account & client relationship management

• Maintain and share product knowledge with NFP associates
• Attend various executive benefits conferences when available
• Obtain and maintain relevant licensing
• Work with Wealthspire sales and marketing staff to develop strategy
• Maintain pipeline of activity in Microsoft Dynamics CRM

EDUCATION AND/OR EXPERIENCE:

• Bachelor’s degree required (Business, Finance, Economics, or related field)
• MBA or advanced degree preferred
• Relevant industry licenses (e.g., insurance, securities like Series 6/7/63, depending on scope) are typically required or strongly preferred
• 12–15+ years in sales, business development, or executive benefits/financial services of total professional experience

CERTIFICATES, LICENSES, REGISTRATION:

• Series 6, 7, 63 (preferred)

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $150,000 to $230,000.   The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.