Job Description

Company Overview

Tortoise Capital, founded in 2002 and headquartered in Overland Park, Kansas, is a specialized investment manager focused on publicly traded energy investments that fuel the future, generate steady income, and enhance portfolio diversification. With approximately $9.6 billion in assets under management as of January 31, 2025, Tortoise Capital invests in companies that deliver reliable, affordable, and secure energy, spanning the entire energy value chain. The firm’s disciplined, research-driven investment approach is designed to navigate evolving market dynamics while delivering strong risk-adjusted returns for institutional and individual investors.

With a broad suite of active and passive investment vehicles—including mutual funds, closed-end funds, ETFs, and separately managed accounts—Tortoise Capital continues to serve as a trusted partner for investors seeking exposure to the energy sector.

Position Summary

The Internal Wholesaler is critical in Tortoise Capital’s modernized distribution strategy. It supports external Investment Specialists in delivering energy infrastructure solutions to financial advisors across key intermediary channels. This role drives engagement, expands relationships, and optimizes sales through a data-driven, high-touch, and highly coordinated approach.

The successful candidate will partner closely with Investment Specialists to develop and execute territory plans, drive proactive outreach, and leverage cutting-edge marketing, digital engagement, and CRM tools to maximize impact.

Primary Responsibilities:

Partner with Investment Specialists

• Collaborate with external Investment Specialists to develop and execute strategic sales plans.
• Identify and prioritize high-value advisor relationships using data-driven insights.
• Support the field team by providing product positioning, market insights, and customized sales ideas.

Advisor Engagement & Business Development

• Conduct proactive outbound calls and digital engagement to initiate advisor relationships.
• Educate financial advisors on Tortoise Capital’s differentiated value proposition in energy investing.
• Coordinate and schedule key meetings, roadshows, and webinars to drive advisor education and fund adoption.

CRM, Digital Tools & Lead Generation

• Utilize HubSpot and other CRM tools to track and analyze advisor engagement.
• Leverage Google AdWords-driven leads to optimize outreach and tailor messaging.
• Collaborate with marketing on lead nurturing campaigns and digital engagement strategies.

Cross-Functional Collaboration

• Partner with Marketing, Strategic Accounts, and Products to ensure alignment in messaging and execution.
• Provide real-time feedback from the field to improve product positioning and distribution efforts.
• Participate in internal strategy meetings to align distribution efforts with firm-wide initiatives

Qualifications:

• Bachelor’s degree in a business-related field preferred
• 1-3 years of experience in asset management sales, financial services, or intermediary distribution.
• Series 7 and 66 licenses, preferred
• Strong understanding of financial products, with exposure to energy, infrastructure, or alternatives preferred.
• Entrepreneurial mindset with a proactive, self-driven approach to business development.
• Excellent communication skills, with the ability to articulate complex investment strategies clearly and compellingly.
• Comfortable leveraging CRM platforms, digital tools, and data analytics to enhance sales effectiveness.
• Desire to grow into an Investment Specialist role with a strong learning orientation and adaptability.

WHY JOIN TORTOISE CAPITAL?

• Market Leadership: A recognized leader in energy infrastructure investing , providing differentiated solutions to financial advisors.
• Culture of Growth: A firm committed to developing talent, fostering career progression, and investing in its people.
• Cutting-Edge Distribution Model: The opportunity to be part of a modernized sales organization , leveraging digital-first strategies and innovative marketing.
• Competitive Compensation: Base salary, performance-based incentives, and career growth opportunities.
• Competitive Benefits: A full range of employee benefits will be offered to the successful candidate including: a 401(k) plan (matching provision); health, life, disability, vision and dental coverage, paid time off and 12 paid holidays.

Equal Opportunity Statement:

We welcome your interest in being a part of the Tortoise Capital team. We fundamentally believe that a diverse and inclusive employee base is essential to the success of our company and our clients. Tortoise Capital provides equal employment opportunities without regard to race, color, national origin, age, disability, religion, sex, gender identity and expression, sexual orientation, veteran status or any other protected class in accordance with applicable laws.

EOE/M/F/D/V

Job Tags

Similar Jobs