[Remote] Associate, Advisor Solutions (Internal Sales)

Note: The job is a remote job and is open to candidates in USA. Newfound Research is a co-sponsor and sub-advisor for the Return Stacked® ETF suite, offering capital-efficient investment solutions. The Associate of Advisor Solutions will support the external sales team by prospecting and engaging advisors, maintaining CRM hygiene, and developing fluency in portfolio concepts.

Responsibilities

• Prospect new advisor leads through targeted call and email campaigns
• Support external wholesalers with follow-up, scheduling, and relationship continuity
• Clean and enrich lead lists, identifying high-opportunity prospects and routing them appropriately
• Maintain CRM hygiene and pipeline accuracy in HubSpot
• Develop fluency in return stacking concepts, portable alpha, and our ETF lineup

Skills

• 2+ years in internal sales or distribution support within asset management (strong 1-year candidates with the right profile will be considered)
• Experience with ETFs, mutual funds, or alternative investment products
• Familiarity with the independent RIA channel
• Proficiency with CRMs (HubSpot experience is a plus)
• Intellectually curious, comfortable with complexity, high agency
• CAIA designation is a plus (we'll support you in getting it)

Benefits

• Pro-rata participation in firm-wide profit pool
• Full health benefits
• Unlimited PTO
• Remote work
• A seat at a fast-growing firm where your contributions matter and your growth path is clear

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