Sales And Marketing Specialist

Are you ready to step into a foundational role that’s high impact, high upside in a great work environment? Growth at Berkshire, a leading investment boutique has created the need for additional internal wholesaler to support our leading sales staff. Your contributions will make a difference and shape the future of the firm. Strong interpersonal, verbal, and writing skills, and a general willingness to grow a business through relationship-building. Who We Are Berkshire is a fast-growing investment boutique specializing in a differentiated dividend strategy distributed through financial advisors. We support elite advisors with high-touch service and value-added resources that help them win business. Our firm offers a unique opportunity to grow with a nimble team that values creativity, autonomy, and entrepreneurship. What You’ll Do You’ll sit at the intersection of sales, marketing, and advisor engagement —helping drive visibility, deepen advisor relationships, and move opportunities forward. This is a high-impact role supporting firm growth through digital marketing, sales enablement, and field team execution. It’s a foundational role and you will be given great autonomy to help build our national efforts. It’s a position without limits and we envision a successful path leading to your own book of business or CMO type role. Own our CRM (HubSpot): organize data, manage workflows, and generate pipeline insights Create sales maps, implement automation, and track key metrics Build out processes that deepen advisor relationships Execute outreach campaigns (email and phone) to promote meetings and events Develop social media campaigns and monitor companies LinkedIn Utilize sales analytics to monitor campaign/web traffic Plan and promote high-quality advisor events (branch meetings, lunches, webinars) Write compelling invitations, manage RSVPs, and boost attendance Turn post-event engagement into sales opportunities Marketing & Content Create and distribute sharp, professional marketing content Contribute to PowerPoints, social media posts, and email campaigns Write LinkedIn posts, use basic design tools (e.g., Canva) and video editing platforms Support brand voice across touchpoints Field Sales Support Schedule meetings and build routes for external wholesalers Coordinate email campaigns and assist in social media engagement Preferred Background: Bachelor’s degree in marketing or a business-related field, experience in 2-5+ Years of experience in sales, marketing and/or relationship management that directly aligns with the specific responsibilities for this position (financial field a plus) Strong interpersonal, verbal, and writing skills, and a general willingness to grow a business through relationship-building. Requires ability to understand and maintain knowledge of financial service operations, products, and concepts with the ability to apply marketing strategies and systems Must have good oral and written communication skills plus the ability to develop effective relationships and motivate producer behavior Demonstrate strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients. Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Social media and video content experience a plus Why Join Berkshire? High Upside: Outstanding current compensation, potential for owner like compensation. Work Directly with PM: Learn/enhance the business, gain mentorship, make an impact Elite Access – Work directly alongside a senior leaders with deep experience in distribution, brand building, and advisor strategy. Build Something Special: Be a major contributor at a boutique that’s rewriting how asset manager’s market #J-18808-Ljbffr