Internal Wholesaler

Internal Wholesaler Overview

• The Internal Wholesaler will join the Alternative Distribution team, fostering advisor relationships and driving investment activity.
• Collaborate with External Wholesalers to prospect, educate, and close new business opportunities effectively.
• Act as a key liaison between financial advisors and the firm's ecosystem, promoting platform adoption and revenue growth.
• Engage advisors through proactive outreach campaigns, product launches, and thought leadership initiatives.
• Develop expertise in alternative investments, offering credible consultation to advisors throughout the investment lifecycle.
• Maintain accurate CRM records to enhance targeting strategies and team performance.
• Support referral revenue growth by identifying and routing high-potential opportunities to specialized teams.
• Serve as the primary contact for advisors, addressing investment creation and servicing needs.

Internal Wholesaler Key Responsibilities & Duties

• Proactively build a pipeline and drive revenue by activating new financial advisors.
• Lead go-to-market campaigns, including outreach for product launches and conferences.
• Consult advisors confidently on alternative investment products, showcasing expertise.
• Maintain CRM discipline with sharp Salesforce records and advisor profiles.
• Identify high-potential opportunities and collaborate with specialized teams for referral revenue growth.
• Act as the main advisor contact, solving investment-related issues promptly.
• Drive adoption of the firm's platform and contribute to marketplace revenue growth.
• Continuously enhance knowledge of alternative investments to provide credible advice.

Internal Wholesaler Job Requirements

• Bachelor’s degree in a related field, such as finance or business.
• Minimum of 2 years outbound sales experience, with 3 years preferred.
• Background in investment or financial services, with familiarity in alternatives being advantageous.
• Proficiency in Salesforce, PowerPoint, Excel, and Word; Tableau or BI tools a bonus.
• Exceptional communication skills and critical thinking abilities.
• FINRA SIE, Series 7, and Series 63 licenses required.
• Chartered Alternative Investment Analyst (CAIA) certification preferred or attainable within two years.
• Ability to manage multiple priorities effectively in a hybrid work environment.