Drive impactful sales strategies in alternative investments across diverse regions. Collaborate with advisors to enhance portfolios and business outcomes. Gain opportunities for professional growth and industry leadership.
External Wholesaler
in Financial Services PermanentJob Detail
Job Description
Overview
- Lead consultative sales efforts to increase adoption of alternative investments among advisors and platform users.
- Develop expertise across private credit, private equity, real estate, and hedge fund offerings.
- Engage in regular market meetings with advisors, GP partners, and centers of influence.
- Build trust and understand market trends to identify growth opportunities.
- Support advisors in portfolio construction, client conversations, and business development.
- Collaborate with internal teams to ensure seamless post-sale support and client satisfaction.
- Utilize CRM tools and data analytics to inform sales strategies and decisions.
- Represent the client in designated regions, fostering relationships and driving adoption.
Key Responsibilities & Duties
- Execute consultative sales processes to promote alternative investment adoption among advisors.
- Conduct in-market meetings to build trust and understand regional opportunities.
- Provide expertise in hedge funds, private equity, private credit, and real estate investments.
- Develop and implement data-driven sales strategies using CRM tools.
- Support advisors in portfolio construction and business growth initiatives.
- Collaborate with GP partners and centers of influence to identify market trends.
- Ensure post-sale support and satisfaction for platform asset holders.
- Maintain compliance with industry standards and licensing requirements.
Job Requirements
- Bachelor of Arts (BA) degree required, with a focus on finance or related fields preferred.
- 8+ years of client-facing experience in the alternative investment industry.
- Expertise in RIA, Independent BD, or Bank distribution segments.
- Proven success in regional sales development and CRM utilization.
- Series 7 and 63 licenses required; CAIA certification preferred.
- Strong adaptability, self-motivation, and team collaboration skills.
- Ability to sell and support a diverse range of alternative investment products.
- Willingness to obtain CAIA certification within three years if not already certified.
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