Internal Wholesaler

Company Description Marine Layer Advisors helps wealth managers harness the power of derivatives to lower risk and enhance returns for their clients. The firm partners closely with financial advisors and institutions to design and implement risk-managed investment strategies. By combining derivatives expertise with practical portfolio solutions, Marine Layer Advisors supports more resilient, outcome-focused client portfolios. The team emphasizes education, transparent communication, and scalable support so advisory practices can better serve a wide range of investors.

Role Description This full-time remote Internal Wholesaler role focuses on supporting sales and distribution efforts with financial advisors and intermediary partners. The Internal Wholesaler will conduct proactive outbound calls, respond to inbound inquiries, and schedule meetings to advance sales opportunities for the firm’s derivative-based solutions. Daily responsibilities include presenting product information, illustrating strategies, and providing portfolio and market updates in coordination with external wholesalers. The role also involves maintaining and updating CRM records, preparing sales materials, and tracking pipeline activity and performance metrics. The Internal Wholesaler will collaborate with investment, marketing, and operations teams to ensure consistent messaging, accurate product information, and a high level of service to advisor relationships.

Qualifications

• Strong Finance and Investments knowledge, with the ability to understand and explain derivatives and risk management strategies.
• Strong AI curiousity
• Proficiency in Wholesale and Sales activities, including outbound calling, relationship building, and pipeline management.
• Business Planning skills to help organize territories, prioritize opportunities, and support sales campaigns and initiatives.
• Excellent communication, presentation, and interpersonal skills, with a client-focused and solutions-oriented mindset.
• Experience in asset management, wealth management, or financial services distribution preferred.
• Bachelor’s degree in Finance, Economics, Business, or a related field, or equivalent practical experience.
• Comfort with remote collaboration tools, CRM systems, and basic data analysis for sales reporting.
• Relevant securities licenses (such as FINRA Series 7 and 63/65 or 66) strongly preferred or willingness to obtain within a defined timeframe.