External Wholesaler (Great Lakes)

Job Description

External Wholesaler – Great Lakes

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• Must Live in Region: (MI, IN, OH, Western PA)
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• Compensation
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• External $140-175k base salary
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• (25-40 Basis points on Commissions Externals)
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• Commissions paid out monthly - No cap
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• Quarterly Bonuses
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Role Overview:

We are seeking a dynamic, driven, and strategically minded External Wholesaler to lead sales efforts across the Great Lakes region. This territory includes a mix of top-tier wirehouse teams and large independent broker-dealer and hybrid advisors. The role requires strong platform fluency, deep relationship-management skills, and the ability to position sophisticated alternative investment strategies across a broad range of advisor profiles.

This position is part of a growing distribution team and is responsible for representing a platform of institutional alternative investment strategies, including flagship interval fund offerings and private markets infrastructure strategies developed in partnership with leading global alternative asset managers.

Key Responsibilities:

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• Build and deepen relationships with financial advisors across wirehouse and independent broker-dealer platforms
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• Drive sales of interval funds and alternative investment solutions, including diversified credit and infrastructure strategies, as well as future product launches
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• Deliver high-impact advisor meetings, portfolio positioning discussions, client event support, and educational sessions
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• Navigate complex distribution platforms to optimize product access, approvals, and visibility
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• Partner closely with internal wholesalers to execute strategic territory coverage and targeted campaign planning
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• Maintain strong CRM discipline (Salesforce), ensuring accurate pipeline management and activity reporting
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• Act as a local brand ambassador, reinforcing the firm’s value proposition in private markets and alternative investments
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• Stay current on market trends, advisor sentiment, and competitive positioning to proactively address objections and refine messaging
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Qualifications:

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• BA/BS degree with 5–10 years of external wholesaling experience in investment management
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• Series 7 and 63 or 66 required
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• Proven track record of raising assets across multiple channels, particularly wirehouse and IBD
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• Strong understanding of platform dynamics, product approval processes, and advisor segmentation
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• Experience positioning alternative investments (interval funds, BDCs, private credit, private real assets)
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• Knowledge of private markets, credit strategies, or infrastructure investing strongly preferred
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• Ability to travel regularly within territory and to national meetings as needed
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• Excellent communication skills, both verbal and written
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• Proficiency in Salesforce or similar CRM system
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• CAIA or CFA a plus
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• A high degree of intellectual curiosity, professionalism, and a collaborative mindset
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