Overview

Wise Money Israel (WMI), a U.S.-Registered Investment Advisor (RIA) firm, is seeking an experienced Sales Manager to lead its client acquisition and marketing initiatives. WMI specializes in managing portfolios of Israeli stocks and bonds for investors around the world, particularly Evangelical Christians. The Sales Manager will live in the United States and travel across the country to engage clients and lead relevant marketing functions.

Key Responsibilities

• Lead Sales and Marketing Strategy: Contribute to and execute strategic sales and marketing initiatives to expand WMI’s U.S. client base.
• Generate and Nurture Leads: Develop new lead streams through roadshows, conferences, forums, podcasts, social media, presentations, and advertising campaigns, among others.
• Conduct Consultations: Manage initial prospect meetings—both virtual and in-person—to introduce WMI’s services and the value of Israeli investments.
• Convert Leads into Clients: Drive the conversion of leads into funded investment accounts.
• Maintain Client Relationships: Provide ongoing communication and relationship management to ensure client satisfaction and retention.
• Travel: Represent WMI at events and meetings across the U.S.

Qualifications

• Series 65 license or willingness to obtain it
• Minimum 5 years of proven sales experience, preferably in investment management or RIA firm environments
• Experience engaging with Evangelical Christian clients or networks is highly desirable
• Presentable and effective communicator, with ability to present confidently to both individuals and groups in digital and in-person settings
• Familiarity with and support for Israel and its investment potential
• Proven abilities in business development and marketing (preferred but not required)
• Self-driven, goal-oriented, and relational in approach

Compensation and Benefits

• Competitive base salary plus performance-based incentives
• Paid Series 65 study course and exam fees as necessary
• Reimbursement for U.S.-based travel
• Opportunity to work in a purpose-driven firm at the intersection of faith and finance