Corgi
ETF External Wholesaler
New York, NY, US · Full-time · Posted Oct 20, 2026
- Education
- Bachelor’s degree in Finance, Business, Economics, or a related field.
About the job
Drives distribution and asset growth for Corgi Invest’s ETF lineup by building advisor relationships and executing territory-level sales plans.
What you'll do
- Prospect and develop relationships with financial advisors, wealth managers, and other intermediaries through meetings, calls, presentations, and industry events.
- Develop territory business plans, track sales activity, and coordinate production with internal wholesale partners.
- Share client needs and market insights with product and marketing teams while ensuring communications meet regulatory and compliance standards.
What they ask for
- Direct wholesale distribution or external sales experience in asset management, ETFs, or related financial products.
- Finance and investment knowledge, including the ability to explain ETF structures, risk/return profiles, and portfolio applications.
- Proven prospecting, relationship-building, closing, and client partnership skills; strong planning and presentation abilities.
- Bachelor’s degree in Finance, Business, Economics, or a related field; FINRA licenses such as Series 7 and 63 or equivalents, or ability to obtain them within a defined timeframe.
Nice to have
- Established relationships in the Chicago area or surrounding region.
- CFA or CIMA designation.
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