Internal Sales Associate

Internal Sales AssociateACORE CAPITAL Wealth Solutions is the dedicated private wealth platform of ACORE CAPITAL, a leading U.S. commercial real estate investment manager. The Wealth Solutions platform delivers institutional-quality alternative investment solutions to financial advisors, RIAs, family offices, independent broker-dealers, and high-net-worth investors seeking income-oriented and real asset investment strategies. ACORE's investment expertise spans commercial real estate credit, structured finance, private real estate, DST/1031 exchange solutions, and non-traded REIT strategies.The Internal Sales Associate serves as a critical contributor to the firm's capital raising efforts by partnering with Regional Directors (External Wholesalers) to expand advisor relationships and drive fundraising across a designated territory. They will proactively engage financial advisors, registered investment advisors, independent broker-dealers, and family offices to identify opportunities, educate prospects on ACORE investment offerings, coordinate meetings, and support ongoing advisor relationships.The Internal Wholesaler is based in our Dallas office and reports to the President of ACORE CAPITAL Wealth Solutions. This individual partners closely with senior leadership and the marketing, investor relations, compliance, and product management teams. The ideal candidate is a motivated sales professional seeking a long-term career path toward an External Wholesaler role. They bring a consultative approach to sales, intellectual curiosity about commercial real estate and private markets, and a commitment to delivering exceptional service to financial advisors and their clients. Successful candidates demonstrate a strong understanding of alternative investments, enjoy building and deepening advisor relationships, and possess the drive to thrive in a performance-driven capital raising environment.Responsibilities:Distribution & Capital RaisingPartner with an External Wholesaler to drive fundraising and territory growthConduct proactive outbound calls and virtual meetings with financial advisors, RIAs, broker-dealers, and family officesIdentify and cultivate new advisor relationships and sales opportunitiesGenerate appointments and qualified meetings for field wholesalersSupport territory business plans and execute strategic advisor coverage initiativesAssist with fundraising efforts across: Private Real Estate Credit Delaware Statutory Trust (DST) Programs 1031 Exchange SolutionsAdvisor Relationship ManagementDeliver timely follow-up on advisor inquiriesBuild strong relationships with key producing advisors within assigned territoryEducate advisors on product positioning, portfolio applications, market trends, and investment strategy updatesCoordinate advisor meetings, due diligence calls, webinars, roadshows, and eventsMaintain regular communication with existing advisor relationships to strengthen engagement and increase sales activityProduct & Market KnowledgeDevelop expertise in: Commercial real estate credit, Private debt structures, Alternative investments, Real estate fundamentals, Interest rate and capital market dynamics, 1031 exchange strategies and Non-traded REIT structures.Communicate complex investment concepts in a clear and consultative mannerStay informed regarding competitive offerings and industry developmentsSales & Territory ManagementMaintain detailed and accurate advisor activity within CRM systemsTrack pipeline opportunities and fundraising activityPrepare weekly territory reports and sales analysesSupport execution of regional sales campaigns and business development initiativesAssist with advisor segmentation and territory planningCross-Functional CollaborationPartner closely with Marketing, Investor Relations, Operations, and Compliance teamsAssist with conference preparation, advisor events, and due diligence meetingsSupport onboarding and servicing of advisor relationshipsThis is not a comprehensive listing of activities, duties or responsibilities, which may change at any time without notice.Requirements:Bachelor's degree in Finance, Business, Economics, Real Estate, or related field2-5 years of experience in Internal Wholesaling, Financial Services Sales, Alternative Investments, Asset Management Distribution or Real Estate Investment SalesStrong understanding of financial advisor distribution channelsExcellent communication, presentation, and relationship-building skillsAbility to work in a fast-paced entrepreneurial environmentStrong organizational and time-management skillsPreferences:Experience raising capital for alternative investmentsFamiliarity with Non-Traded REITs, DST/1031 Exchange Programs, Private Credit and Private Real Estate FundsExisting relationships with financial advisorsExperience using Salesforce or similar CRM platformsSeries 7 licenseSeries 63 or Series 66 licenseAbility to obtain necessary licenses if not currently obtainedKey Success Metrics:Gross fundraising productionNumber of advisor meetings generatedNew advisor acquisitionAdvisor engagement and activity levelsTerritory asset growthProduct penetration across advisor relationshipsCRM data quality and pipeline managementSupport of External Wholesaler sales objectives