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Regional Associate (Internal Wholesaler)

Company: Xtollo Investment Partners

Location: Austin, TX / Hybrid / Full-time

Comp: Base $65,000 – $80,000 + bonus/commission (OTE: $150,000)

Benefits: Medical, dental, vision, 401(k) w/ match, PTO, generous paid holiday schedule, professional development support, parental leave, hybrid

Make an impact. Grow AUM. Elevate advisors.

We partner with select asset managers to distribute thoughtfully curated strategies, empowering financial advisors to act with conviction and serve clients where it matters most. We take a high-touch, practical approach, bringing actionable insights and support to every interaction. The aim: elevate the advisor experience and amplify the value they deliver.

Xtollo Investment Partners is seeking a Regional Associate to drive new business, deepen advisor relationships, and keep the territory running in lockstep with an external Regional Director. You’ll own high-velocity prospecting, deliver compelling product narratives, and step in for external coverage when needed.


What you’ll do

  • Prospect & qualify: High-volume outbound calls to Financial Advisors / RIAs; secure meetings for you and the Regional Director.
  • Manage the pipeline: Keep Salesforce pristine; log activities, next steps, and conversion metrics.
  • Present with clarity: Communicate ETFs, mutual funds, and SMAs; support webinars, conferences, and campaigns.
  • Support Execution: Align goals, share market intel, and execute to hit/exceed targets.
  • Service & follow-through: Coordinate producer support, calendar/tasks, and documentation for smooth ops.
  • Step in as needed: Cover select meetings/presentations when the external is traveling or double-booked.
  • Mentor & coordinate: Guide territory resources to maximize productivity and consistency.


What you’ll bring

  • 3–5 years financial sales (ETFs, mutual funds, SMAs) and 2+ years cold-calling with measurable results.
  • FINRA SIE, Series 7, Series 63 (active) and a Bachelor’s in Finance/Business or related field.
  • Strong market/product knowledge; confident presenter (phone/Teams).
  • CRM fluency (Salesforce) + Microsoft 365; organized, fast, and target-driven.
  • Nice to have: RIA/IBD/wirehouse/TAMP coverage experience; Series 65/66; territory coordination or mentorship.
  • About Xtollo
  • Since 2021, Xtollo, through our affiliate Kensington Asset Management, has delivered systematic strategies across mutual funds and ETFs. Our partnership with The Leuthold Group adds 40 years of institutional research depth and a broader product set.
  • Why Xtollo
  • Build your career where growth is the plan, not a perk. If you’re motivated and collaborative, this is a place to move up. We hire self-driven, team-oriented pros who take ownership, contribute to the team, and deliver outcomes and we promote from within.
  • Optional but encouraged: Add a brief cover letter explaining your fit and sharing recent sales metrics, such as meetings/week, conversion rate, or YTD production.

Nice to Have

RIA/IBD/wirehouse/TAMP coverage experience; Series 65/66; territory coordination or mentorship.

About Xtollo

Since 2021, Xtollo, through our affiliate Kensington Asset Management, has delivered systematic strategies across mutual funds and ETFs. Our partnership with The Leuthold Group adds 40 years of institutional research depth and a broader product set.


Why Xtollo

Build your career where growth is the plan, not a perk. If you’re motivated and collaborative, this is a place to move up. We hire self-driven, team-oriented pros who take ownership, contribute to the team, and deliver outcomes and we promote from within.

Encouraged (Optional)

Add a brief cover letter explaining your fit and sharing recent sales metrics, such as meetings/week, conversion rate, or YTD production.

Apply Here