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Intermediary Sales Jobs (NOW HIRING)

Royal Bank of Canada

Intermediary Sales Analyst

Boston, MA · On-site

$77K - $143K/yr

As a Sales Analyst for RBC's US Global Asset Management Intermediary channel, you will have the opportunity to partner with Sales Directors in the sales and distribution of our investment strategies ...

Royal Bank of Canada

Intermediary Sales Analyst

Boston, MA · On-site

$77K - $143K/yr

As a Sales Analyst for RBC's US Global Asset Management Intermediary channel, you will have the opportunity to partner with Sales Directors in the sales and distribution of our investment strategies ...

T Rowe Price

Intermediary Sales Associate

Baltimore, MD · Hybrid

$14 - $19/hr

Role Summary Play a critical role in providing sales support for desk and field sales teams. Responsibilities * Participate as a key member of dedicated sales teams including completing complex sales ...

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Intermediary Sales information

See salary details

$11K

$77.8K

$127.5K

How much do intermediary sales jobs pay per year?

As of Aug 15, 2026, the average yearly pay for intermediary sales in the United States is $77,750.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $95,000.00 per year, depending on experience, location, and employer.

What is an intermediary sales?

Intermediary Sales refers to the process of selling products or services through third-party agents or organizations, rather than directly to the end customer. In this role, professionals build and manage relationships with intermediaries such as brokers, distributors, or financial advisors who then sell the company's offerings to their own clients. This sales approach is common in industries like finance, insurance, and wholesale, where leveraging established networks can expand market reach and drive growth. Intermediary Sales professionals often provide support, training, and resources to help intermediaries succeed.

What are some common challenges faced in an intermediary sales role, and how can they be overcome?

Professionals in Intermediary Sales often encounter challenges such as building and maintaining strong relationships with intermediaries, staying updated on complex product offerings, and navigating competitive markets. Overcoming these obstacles typically requires excellent communication skills, ongoing product training, and proactive engagement with intermediaries to understand their needs and provide tailored solutions. Collaborating closely with internal teams, such as marketing and product specialists, also helps ensure you can deliver timely and relevant information, which strengthens trust and drives sales success.

What are the key skills and qualifications needed to thrive as an intermediary sales professional?

To thrive as an Intermediary Sales professional, you need a strong background in sales, financial products, and relationship management, often supported by a relevant degree or industry certifications. Familiarity with CRM platforms, financial analysis tools, and product knowledge systems is typically required. Excellent communication, negotiation, and networking skills help build trust and foster long-term partnerships with clients and stakeholders. These abilities are crucial for driving sales growth, meeting targets, and maintaining a competitive edge in the financial services industry.

What is the difference between Intermediary Sales vs Sales Representative?

AspectIntermediary SalesSales Representative
CredentialsTypically requires industry-specific knowledge, certifications, or licensesOften requires basic sales training, sometimes certifications depending on industry
Work EnvironmentWorks with intermediaries, brokers, or agents to facilitate salesDirectly interacts with customers or clients to sell products or services
Employer & Industry UsageCommon in finance, insurance, and wholesale sectorsWidely used across retail, technology, and manufacturing sectors
Search & Comparison IntentOften compared for roles involving third-party sales channelsCompared for direct sales roles with customer interaction

Intermediary Sales focuses on working through third-party channels like brokers or agents, requiring industry-specific certifications. Sales Representatives directly engage with customers, often with basic sales training. Both roles are vital in sales strategies but differ in their work environment and interaction style.

More about Intermediary Sales jobs

What are the most commonly searched types of Intermediary Sales jobs?

The most popular types of Intermediary Sales jobs are:

What job categories do people searching Intermediary Sales jobs look for?

The top searched job categories for Intermediary Sales jobs are:

Intermediary Sales jobs near you
Infographic showing various Intermediary Sales job openings in the United States as of August 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $77,750 per year, or $37.4 per hour.

Intermediary Sales Analyst

Royal Bank of Canada

Boston, MA • On-site

$77K - $143K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Job Description
What is the opportunity?
As a Sales Analyst for RBC's US Global Asset Management Intermediary channel, you will have the opportunity to partner with Sales Directors in the sales and distribution of our investment strategies to Financial Advisors and Independent/Regional Broker Dealers. In this role you will build and cultivate new relationships, as well as enhance existing relationships with financial advisors, planners and key internal & external stakeholders within a defined territory.
What will you do?
  • Partner with the Managing Director and broader sales team to establish a strategic business plan for the territory with defined sales targets
  • Proactively contact investment advisors, primarily by phone, to gain insight into their practices and understand current challenges
  • Provide value added insight and ideas about capital markets, economics, and investment instruments
  • Identify opportunities and advance the sales process with existing relationships and new prospects through discovery and service discussions
  • Position RBC and BlueBay products and solutions to prospects and existing clients
  • Drive the sales process forward by coordinating high-value presentations and appointments with new prospects and sales team members
  • Create and deliver presentations, proposals and investment illustrations
  • Analyze competitive landscape to inform strategic business decisions
  • Leverage knowledge of dealers and advisory business through the sales process
  • Represent RBC GAM and participate in cross-functional projects and work effectively with all stakeholders in helping execute on both team and business strategies
  • Contribute to an internally collaborative/externally competitive team culture with a focus on outcomes, alignment and support of GAMs strategy and sales approach

What do you need to succeed?
Must-have
  • Bachelor's degree, preferably in finance, business, or a related field
  • 1-3 years financial services industry experience
  • FINRA Series 7, 63 required or ability to obtain within 6 months
  • Demonstrate drive and passion to learn the institutional sales process within the context of the broader financial services industry
  • Knowledge of/and genuine interest in capital markets and financial instruments
  • Excellent written, verbal communication skills

Nice-to-have
  • Prior experience in investment management and/or mutual funds
  • Financial Sales experience
  • Enrolment in an advanced financial services designation such as CFP or CFA

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

The expected salary range for this particular position is $77,000-$143,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills
Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting
Additional Job Details
Address:
225 FRANKLIN STREET:BOSTON
City:
Boston
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-07-27
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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