Great Lakes External Wholesaler: Alt Investments Growth
$140k - $175kSuron Inc.
External Wholesaler – Great Lakes- Must Live in Region: (MI, IN, OH, Western PA)- Compensation- External $140-175k base salary- (25-40 Basis points on Commissions Externals)- Commissions paid out monthly - No cap- Quarterly BonusesRole 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:- Build and deepen relationships with financial advisors across wirehouse and independent broker-dealer platforms- Drive sales of interval funds and alternative investment solutions, including diversified credit and infrastructure strategies, as well as future product launches- Deliver high-impact advisor meetings, portfolio positioning discussions, client event support, and educational sessions- Navigate complex distribution platforms to optimize product access, approvals, and visibility- Partner closely with internal wholesalers to execute strategic territory coverage and targeted campaign planning- Maintain strong CRM discipline (Salesforce), ensuring accurate pipeline management and activity reporting- Act as a local brand ambassador, reinforcing the firm’s value proposition in private markets and alternative investments- Stay current on market trends, advisor sentiment, and competitive positioning to proactively address objections and refine messagingQualifications:- BA/BS degree with 5–10 years of external wholesaling experience in investment management- Series 7 and 63 or 66 required- Proven track record of raising assets across multiple channels, particularly wirehouse and IBD- Strong understanding of platform dynamics, product approval processes, and advisor segmentation- Experience positioning alternative investments (interval funds, BDCs, private credit, private real assets)- Knowledge of private markets, credit strategies, or infrastructure investing strongly preferred- Ability to travel regularly within territory and to national meetings as needed- Excellent communication skills, both verbal and written- Proficiency in Salesforce or similar CRM system- CAIA or CFA a plus- A high degree of intellectual curiosity, professionalism, and a collaborative mindset Apply for this role First name Last name Email Phone Resume Select a time that works for you. This is optional but helps us connect faster. #J-18808-Ljbffr Suron Inc.
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