Miami, Florida, United States · Hybrid
$100k–$125k/yr
Description Position Title: Associate, Investment Solutions Reports To: Director of Strategic Partnerships Location: On-Site (Mon-Thurs) in Corporate Office – Indianapolis, IN; Miami, FL; Omaha, NE; San Antonio, TX; New …
Skills: Business development, Relationship management, Wealth management, Financial services, Consulting
Miami, Florida, United States · On-site
About the Company At Flow, we’re reimagining what it means to live, work, and connect. More than just a real estate company, Flow is a brand, a technology platform, and an operations ecosystem spanning condominiums, hote…
Skills: Consultative sales, Negotiation, CRM systems, Data analysis, Presentation skills
Fort Lauderdale, Florida, United States · On-site
$88k–$163k/yr
Inizio Engage has partnered with a leading pharmaceutical company that is dedicated to bringing innovative products and effective solutions to physicians and patients in the Ophthalmology space. We are looking for a moti…
Skills: Pharmaceutical sales, Ophthalmology, B2B sales, Relationship building, Strategic planning
Miami, Florida, United States · On-site
Ready to make your next big professional move? Join us on our journey to achieve our big dream of building the most loved restaurant brands in the world. Restaurant Brands International Inc. is one of the world's largest…
Skills: Real estate asset management, Lease negotiation, Financial analysis, Market research, GIS mapping
Miami, Florida, United States · On-site
Overview We are seeking a dynamic, highly motivated and goal-oriented Southeastern U.S. Regional Manager, Sake & Asian Spirits to be based in Miami or surrounding area. This individual will be responsible for growing the…
Skills: Sales, Account management, Territory management, Relationship building, Sake knowledge
Miami, Florida, United States · On-site
Job DetailsJob Location: Jungle Island - MIAMI, FL 33132Position Type: Part TimeJob Shift: AnyPOSITION SUMMARY The Photographer is responsible for capturing and selling memorable guest experiences throughout Jungle Islan…
Skills: Photography, Sales, Guest engagement, Animal handling, Digital camera operation
Miami, Florida, United States · On-site
Benefits Start Day 1 for Full-Time Colleagues - No Waiting Period! For more information about our benefits, see below! We are proud to be a member of the Rentokil family of companies, the global leader in Pest Control an…
Skills: Sales, Customer service, Communication, Pest control, Proposal development
Miami, Florida, United States · On-site
TRG Management, a premier property management company experienced with all types of housing, including subsidized, workforce and affordable, mid-rises, high-rises, luxury rentals, and single-family. Today we manage appro…
Skills: Property management, Tenant relations, Leasing, Financial administration, Budgeting
Miami, Florida, United States · On-site
$15/hr–$16/hr
Address: 11051 NW 7th Ave. Miami, Florida 33168 Brand: Value Pawn & Jewelry Pay range is based on experience from $15.00/hr to $16.00/hr We want you to join us for a career not a job. At EZCORP we are looking for Retail …
Skills: Customer service, Sales, Cashiering, Retail operations, Communication
Scottsdale, Arizona, United States · Hybrid
$137k–$238k/yr
Who we are: Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate reven…
Skills: Sales origination, Sales pursuit management, Google Cloud, Cloud modernization, Application modernization
Miami, Florida, United States · Hybrid
$179k–$314k/yr
About Us Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to …
Skills: Business Development, Strategic Leadership, Commercial Payments, B2B Acceptance, Financial Acumen
Miami, Florida, United States · Hybrid
The CRM & Sales Systems Senior Specialist is responsible for platforms and technical tools to support trade sales channel growth, efficiency and partner engagement/NPS. The role is responsible for supporting the Loyalty …
Skills: CRM systems, Salesforce Marketing Cloud, Oracle Sales Cloud, Product roadmap management, Vendor management
Miami, Florida, United States · On-site
$10/hr–$16/hr
As a Sr. Store Associate - Part Time, you will actively connect with customers, addressing their needs by recommending the right products, services, and solutions to enhance their experience. Through enthusiasm and exper…
Skills: Customer service, Sales, Merchandising, Print technology, Inventory management
Miami, Florida, United States · Hybrid
Whether you are working in a Pharmacy, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you. As a Pharmacy Re…
Skills: Sales, Relationship management, Communication, Interpersonal skills, Account management
Miami, Florida, United States · Hybrid
*This is a field sales role that requires candidates to be located and willing to frequently travel to customers sites within a specific territory. The territory is in South Florida . At Bluum, we believe technology shou…
Skills: Business development, Sales, Account management, Prospecting, Relationship building
Miami, Florida, United States · On-site
$65k–$80k/yr
Office Manager & Executive Assistant to the CEO Yale Realty & Capital Advisors Position Summary Yale Realty & Capital Advisors is a national, award-winning brokerage specializing in the sales and financing of Manufacture…
Skills: Office Management, Executive Support, Calendar Management, Travel Coordination, Invoice Management
Miami, Florida, United States · Remote OK
$125k–$155k/yr
Territory Business Manager (TBM) is responsible for selling Alkermes products in the South Florida territory and supporting promotional efforts. Ideal candidates should be proven sales achievers and live in the territory…
Skills: Pharmaceutical sales, Biotech sales, Psychiatry, Neurology, Sales strategy
Miami, Florida, United States · On-site
About the Company At Flow, we’re reimagining what it means to live, work, and connect. More than just a real estate company, Flow is a brand, a technology platform, and an operations ecosystem spanning condominiums, hote…
Skills: Leasing, Sales, Customer service, Conflict resolution, Property management
Miami, Florida, United States · Hybrid
Job Summary The Market Director, Sales is responsible for driving sales performance, revenue growth, and customer satisfaction across multiple retail locations within an assigned market. Reporting to the Divisional Vice …
Skills: Sales Strategy, Revenue Growth, Team Leadership, Customer Experience, Performance Management
Miami, Florida, United States · Remote OK
$151k–$198k/yr
At Eisai, satisfying unmet medical needs and increasing the benefits healthcare provides to patients, their families, and caregivers is Eisai’s human health care (hhc) mission. We’re a growing pharmaceutical company that…
Skills: Clinical Acumen, Oncology, Critical Thinking, Agility, Customer Engagement
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The Associate serves as a strategic business development resource responsible for educating advisors on investment solutions and driving platform adoption. They act as a liaison between partner firms and internal teams to increase engagement, utilization, and measurable business results.
Candidates must hold a bachelor's degree and possess at least 3 years of experience in wealth management, business development, or a client-facing consulting role. Strong communication skills, CRM proficiency, and the ability to travel for advisor meetings are essential requirements.
Description
Position Title: Associate, Investment Solutions
Reports To: Director of Strategic Partnerships
Location: On-Site (Mon-Thurs) in Corporate Office – Indianapolis, IN; Miami, FL; Omaha, NE; San Antonio, TX; New York City, NY
Experience: 2-4+ years of experience
Compensation: See details below.
Position Summary - The Associate, Investment Solutions serves as a strategic business development and solutions adoption resource responsible for educating advisors and partner firms on Sanctuary's Home Office and Third-Party capabilities and driving measurable adoption across the platform. This individual will serve as a liaison between partner firms, Strategic Alliance Partners, and Home Office solution teams to increase awareness, engagement, utilization, and business results. This role requires a proactive, relationship-driven professional who can identify advisor needs, communicate value propositions, influence behavior, drive product adoption, and partner with business leaders to execute strategic growth initiatives.
Requirements
Required
· Bachelor's degree in Business, Finance, Marketing, Communications, or a related field.
· 3+ years of experience in wealth management, financial services, business development, relationship management, or a client-facing consulting role.
· Demonstrated success building relationships and influencing business outcomes in a consultative environment.
· Strong verbal and written communication skills with the ability to present effectively to advisors, executives, and business partners.
· Proven ability to manage multiple priorities while maintaining strong attention to detail and organizational effectiveness.
· Experience utilizing CRM platforms to manage relationships, pipeline activity, and reporting.
· Ability to travel as needed for advisor meetings, conferences, and partner firm visits.
Preferred
· Experience supporting or selling investment solutions within an RIA, broker-dealer, asset manager, TAMP, or wealth management organization.
· Working knowledge of investment management, portfolio construction, capital markets, managed accounts, insurance solutions, and alternative investments.
· Experience driving advisor engagement, product adoption, or strategic business development initiatives.
· Strong analytical skills with experience interpreting business metrics, adoption trends, and performance reporting.
· Demonstrated ability to collaborate across multiple business units and influence stakeholders without direct authority.
· Experience presenting to financial advisors, executives, or external business partners.
· Familiarity with CRM reporting tools, business intelligence platforms, and Microsoft Office Suite.
· FINRA registrations (Series 7, 63/65/66) or the ability to obtain, if required for the role.
We believe in supporting our employees both personally and professionally by offering a comprehensive and competitive benefits package designed to promote well-being, financial security, career growth, and work-life balance.
Health & Wellness
Financial Benefits
Time Off & Flexibility
Professional Development
Additional Perks
Partnered Independence℠
Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve. It is committed to providing partner firms with unequaled freedom, flexibility, control and choice through an ecosystem of partnered independence that offers a complete technology and operations infrastructure, support from a community of like-minded advisors, the resources of invaluable affiliated businesses and a robust solutions platform. Sanctuary Wealth expanded its affiliation options by acquiring tru Independence (tru) in 2024, offering partner firms multiple models to best serve their unique needs. Currently, the Sanctuary Wealth network includes more than 120 partner firms in 30 states nationwide, with approximately $50 billion in assets on platform. Sanctuary Wealth consists of the wholly owned subsidiaries: Sanctuary Advisors LLC, SEC-registered investment advisers, Sanctuary Securities, Inc., a FINRA member broker-dealer, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, Sanctuary Global Family Office and tru.
Offices: 3815 River Crossing Pkwy, Suite 200, Indianapolis, Indiana 46240, US
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