Internal Wholesaler

Internal Wholesaler

The Company:

InvestX Capital is a disrupter. Launched in March 2014, we are a young, fast-moving company that is taking advantage of the changing securities regulations to ultimately disrupt the $30 trillion dollar wealth management industry. The Company gives investors access to pre-IPO investments in retail size allotments. InvestX has invested in more than 20 of the world’s leading private companies including: Spotify, Dropbox, Docusign, Lyft, Uber, and Pinterest. 

Key Accountabilies:

  • Perform pro-active call and sales campaigns to promote InvestX product offerings to existing and potential clients; 
  • Generating referrals for your respective wholesalers; collaborate with external wholesalers to stimulate sales and develop relations with advisors across assigned territory; 
  • Respond to inquiries on products; proactively prospect / identify and book meetings with qualified advisors; 
  • Highly motivated, self-starter who can work independently out of a home office, if required.  Strong presentation and follow-up skills;
  • Update daily call activities and maintain accurate advisor records within Salesforce on a timely basis; perform ongoing territorial sales and asset reporting; 
  • Maintain a comprehensive understanding of market, advisor and investor trends; 
  • Work closely with and actively support efforts of other team members; 
  • Achive activity productivity targets.

Qualifications and Experience: 

  • Bachelor’s Degree; 
  • Minimum 2 years financial services industry experience in a sales capacity; 
  • Investor Relations, financial wholesaling, private equity, venture capital, buy side or wealth management firm experience is an asset; 
  • Highly motivated to build relationships and close deals; 
  • Effective communicator (written and verbal) with sound interpersonal and team building skills; 
  • You are passionate and have a strong desire to grow and succeed; 
  • Ability to prioritize, meet deadlines and work under pressure in a fast-paced, entrepreneurial environment. 

To apply or refer a candidate, please send resume and cover letter HERE for our Canadian vacancy.