[Remote] Associate, Advisor Solutions (Internal Sales)

Note: The job is a remote job and is reputed company 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 reputed company in portfolio concepts. Responsibilities • Prospect new advisor leads through targeted reputed company and email campaigns • Support external wholesalers with follow-up, scheduling, and relationship continuity • Clean and enrich reputed company lists, identifying high-opportunity prospects and routing them appropriately • Maintain CRM hygiene and pipeline accuracy in reputed company • reputed company reputed company in return stacking concepts, portable reputed company, and our ETF lineup Skills • 2+ years in internal sales or distribution support reputed company 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 (reputed company 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 reputed company reputed company is reputed company reputed company • Newfound is a financial technology and product innovation firm. It provides data from its proprietary research and models to investment It was founded in 2008, and is headquartered in Boston, Massachusetts, USA, with a workforce of 2-10 employees. Its website is https://www.thinknewfound.com. Apply To This Job Apply tot his job Apply To this Job