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About the Role

Nasdaq Dorsey Wright is a leading provider of technical research, investment solutions, and market insights. We are seeking an Inside Sales Representative to support financial professionals by maximizing the value of our research platform, ETFs, and managed account solutions, contributing to business growth. The ideal candidate is client-focused, curious about financial markets, enjoys building relationships, and thrives in a collaborative environment.

Responsibilities

Deliver exceptional support and education to clients through phone, email, and virtual meetings.
Build and maintain strong relationships with advisors, consultants, asset managers, and investors.
Prospect new clients and identify opportunities across our research, ETF, and managed account solutions.
Partner with senior sales leaders to support customer strategies, business development initiatives, and revenue growth.
Monitor industry trends and market opportunities to provide valuable insights to clients and support sales efforts.

Requirements

Bachelor's degree in Business, Finance, Economics, or equivalent experience.
2+ years of experience in financial services, client success, sales, account management, or a related field.
Strong interest in investment markets and a passion for helping clients achieve their financial goals.
Excellent communication and relationship-building skills with the ability to explain complex concepts clearly.
Experience working with CRM platforms and collaborating across teams to deliver client success.
Active Series 7 and Series 65 licenses are required.

Skills

CRM platforms
Salesforce

Location

Richmond, VA
New York, NY

Work Type

Hybrid

Experience Level

2+ years

Education Level

Bachelor's degree in Business, Finance, Economics, or equivalent experience.

Salary/Compensations

Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.

Benefits

401(k) program with 6% employer match
Employee Stock Purchase Program with 15% discount
Student loan repayment program up to $10k
Company paid life and disability plans
Generous paid time off
Comprehensive medical, dental and vision coverage
Health spending account with employer contribution
Paid flex days to support mental wellbeing
Gym membership discounts
Hybrid home/office schedule
Paid parental leave
Fertility benefits
Paid bereavement leave
Company gift matching program
Employee resource groups
Paid volunteer days
Education Assistance Program
Robust job skills training and Professional development opportunities

About the Company

Nasdaq Dorsey Wright is a leading provider of technical research, investment solutions, and market insights that help financial professionals make more informed investment decisions.

Equal Opportunity

Nasdaq is an equal opportunity employer.
We welcome applications from candidates of all backgrounds and identities.
We are committed to fostering an inclusive workplace where diverse perspectives, experiences, and identities are valued and celebrated.
We ensure that individuals with disabilities are provided with reasonable accommodation throughout the hiring process.