Internal ETF Wholesaler

Internal ETF Wholesaler

New York, NY or Philadelphia, PA

Company Description

As Corgi expands its investment platform, we're building an ETF distribution team to bring our lineup of core index, buffer/defined-outcome, and thematic strategies to financial advisers and institutions.

To learn more about Corgi's ETFs and current offerings, visit corgifunds.com.

The Role

We're looking for an ambitious Internal ETF Wholesaler to join our team in New York City or Philadelphia and help build Corgi's ETF distribution platform.

You'll sit on the inside sales desk and own the first conversation with financial advisers across the Northeast. You'll identify advisers who fit our strategies, prospect and qualify opportunities, communicate our investment story, and book high-quality meetings for our external wholesalers.

You'll work alongside experienced distribution professionals and gain direct exposure to ETF sales, adviser relationships, capital markets, and territory development.

For a strong performer, this role offers a clear path toward becoming an external wholesaler and eventually owning a territory.

What You'll Do

• Make 50+ targeted outbound calls per day to RIAs, financial advisers, and wealth-management teams

• Identify prospective advisers using market intelligence

• Develop a strong understanding of Corgi's ETF strategies and clearly communicate where they fit within client portfolios

• Qualify prospective advisers and book meetings for external wholesalers

• Partner with external wholesalers to build and manage the sales pipeline

• Maintain accurate adviser, activity, and opportunity data in the CRM

• Participate in adviser events, conferences, and industry meetings

• Help improve the data, technology, and processes behind Corgi's ETF distribution organization

What We're Looking For

• 0–3 years of experience in financial-services sales, asset management, wealth management, or another client-facing role

• Comfortable making high-volume outbound calls and starting conversations with financial professionals

• Competitive, persistent, and motivated by measurable results

• Genuine interest in markets, ETFs, and investment products

• Strong communication, organization, and relationship-building skills

• SIE and/or Series 7 and 63 or 66 preferred

• Based in or able to commute regularly to New York City or Philadelphia

Compensation

$60,000–$70,000 base salary + quarterly performance incentive tied to assets raised

• Corgi is an equal opportunity employer.