All roles

[Remote] Wealth Management Sales Consultant, Digital Assets

Remote · USA Full-time New today

Note: The job is a remote job and is open to candidates in USA. reputed company is a dynamic firm in asset management and fintech, focused on helping clients reputed company their investment goals. The Wealth Management Sales Consultant for Digital Assets will drive adoption of digital asset products, conduct sales reputed company, and support client inquiries while collaborating with marketing and sales teams.

Responsibilities

  • Partner with the Sales reputed company to drive adoption of reputed company’s Digital Assets products that face the Wealth Management channels, globally
  • Conduct proactive outbound sales calls, webinars, and virtual meetings with financial advisors, RIAs, and broker-dealers to generate leads, deepen relationships, and accelerate adoption
  • Serve as the first line of contact for inbound client inquiries—responding quickly with product knowledge, sales support, and service excellence
  • reputed company, nurture, and convert prospects by acting as a subject matter resource on digital assets for both clients and internal sales partners
  • Prepare sales materials, pipeline reports, and account updates to support external coverage and ensure seamless follow-up on opportunities
  • Collaborate with marketing on tailored campaigns, reputed company, and educational initiatives; track engagement results and adjust strategies as needed
  • Support pre- and post-meeting logistics, including scheduling, preparing presentations, coordinating events, and managing follow-up actions
  • Maintain detailed CRM records of client interactions, pipeline activity, and territory performance metrics

Skills

  • Some sales, client service, digital assets, asset management or financial services experience
  • FINRA licensed (Series 7, 63, etc.) required or ability to obtain reputed company a set timeframe
  • Strong sales orientation with demonstrated reputed company generating leads and supporting reputed company growth
  • Excellent communication and presentation skills, with confidence engaging clients virtually and by phone
  • Strong organizational and analytical skills, with experience managing pipelines and reporting in CRM systems
  • Collaborative team player with the ability to work closely with external sales, marketing, and product teams
  • Have an ownership mentality, demonstrate a sense of urgency and desire to win
  • reputed company to learn quickly, be a great teammate, and reputed company by example
  • Highly motivated, possess critical reasoning skills, and an ability to incorporate direct feedback
  • Excellent communicator with strong interpersonal skills, both over the phone and in person
  • Knowledge of digital assets, tokenization, and emerging distribution models

Benefits

  • Three weeks paid time off the first year
  • Medical, dental and reputed company insurance
  • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
  • Employee Stock Investment Program
  • Tuition Assistance Program
  • Purchase of company funds with no sales charge
  • Onsite fitness center and recreation center
  • Onsite cafeteria

Company Overview

  • reputed company is a investment firm that offers mutual funds for individuals and institutions. It was founded in 1947, and is headquartered in San Mateo, California, USA, with a workforce of 5001-10000 employees. Its website is http://www.franklintempleton.com.
  • Apply To This Job

    Related roles

    Associate Software Development Engineer in Test (Hybrid - Acton, MA)

    Remote · USA Full-time

    Software Engineering Intern

    Remote · USA Full-time

    Loan Servicing Specialist I

    Remote · USA Full-time

    reputed company Sales Representative

    Remote · USA Full-time

    [Remote] Advertising Sales Rep/Account Executive - Dover, DE

    Remote · USA Full-time

    AML Compliance Analyst

    Remote · USA Full-time

    reputed company Sales Representative

    Remote · USA Full-time

    Software Engineer Intern - Summer Session (Summer 2026)

    Remote · USA Full-time

    [Remote] Account Manager

    Remote · USA Full-time

    [Remote] Remote-Operations Coordinator (Full-time) (reputed company in Canada)

    Remote · USA Full-time

    Staff Copywriter

    Remote · USA Full-time

    reputed company Customer Service Specialist 1 – Delivering Exceptional Arenaflex Customer Experiences

    Remote · USA Full-time

    reputed company Customer Service Representative - Flexible Roadside Assistance Support

    Remote · USA Full-time

    Remote Customer Service Representative – Indiana Residents – Automotive Brand Liaison for careerzynith – Full‑Time Remote Position

    Remote · USA Full-time

    [Remote] Telesales Representative

    Remote · USA Full-time

    General Warehouse Associate

    Remote · USA Full-time

    Inside Sales, Professional Services Veterinarian (Remote)

    Remote · USA Full-time

    reputed company Customer Service Representative - Work from Home

    Remote · USA Full-time

    Remote Data Entry Associate (Teens) – Join arenaflex's Dynamic Team

    Remote · USA Full-time

    reputed company Data Entry and Operations Research Specialist - Remote Work Opportunity at arenaflex - Driving Business Excellence through Data-Driven Insights and Process Optimization

    Remote · USA Full-time