SHOOK Research is a leading wealth management research, rankings, and eventsplatform that evaluates and ranks top financial advisors, teams, and financial servicesprofessionals across multiple channels. Through its proprietary research process andlong-standing partnership with Forbes, the firm produces widely recognized advisorrankings and convenes high-impact national and regional events tied to those rankings.SHOOK Research serves as a critical connector between elite advisors and assetmanagers, alternative investment firms, and financial services partners seeking targetedaccess, credibility, and long-term engagement within the wealth management ecosystem.
Overview
We are seeking a driven, commercially minded partnerships professional to support andgrow strategic relationships across the wealth management ecosystem. This is a revenue-generating role focused on sponsorship sales, partner engagement, and long-termrelationship development.
The ideal candidate has approximately 4–7 years of experience in sponsorship saleswithin an events or media business, or in asset management distribution (e.g.,wholesaling or intermediary sales), and is looking to take the next step in a high-visibility, growth-oriented platform.
This role is well suited for someone who thrives in a relationship-driven salesenvironment and is motivated by performance-based compensation.
Key Responsibilities
Business Development & Revenue Growth
- Prospect and develop new sponsorship and partnership opportunities
- Manage active pipeline and support proposal development
- Meet or exceed individual revenue targets
- Support multi-year partnership development and renewals
- Maintain accurate CRM tracking and revenue forecasting
Relationship Management
- Build and maintain relationships with marketing and distribution teams at assetmanagers and financial institutions
- Support senior leadership in cultivating key accounts
- Identify opportunities for cross-platform engagement
- Ensure strong partner satisfaction and renewal retention
- Represent the firm at select industry events
- Stay informed on trends across asset management and advisor distribution
- Contribute ideas to enhance partner value and activation
Qualifications
- 4–7 years of experience in sponsorship sales within an events, media, or conferencebusiness, or asset management distribution (external/internal wholesaler, intermediarysales, etc.)
- Demonstrated history of revenue contribution or quota achievement
- Strong relationship-building skills
- Clear communicator with professional presence
- Highly organized with disciplined follow-through
- Bachelor’s degree in Sales, Marketing, Finance, or a related field
What We’re Looking For
- A motivated self-starter who wants to grow into a senior partnerships leader
- A consultative seller who values long-term relationships over transactional wins
- Someone comfortable operating in a dynamic, entrepreneurial environment
- Commercially driven with strong accountability
Why This Role
This is an opportunity to join a growing platform in a visible, revenue-impacting rolewith meaningful upside. The right candidate will have the ability to shape the Company’ssales strategy, build institutional relationships, and expand their scope over time.
Location
Preference for NYC or South Florida. Candidate is expected to travel as often as needed,including but not limited to the Company’s headquarters in Boca Raton, Florida
* SHOOK is completely independent and objective and does not receive compensationfrom financial advisors, their firms or the media in exchange for ranking purposes.
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