External Wholesaler (Great Lakes)

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 Bonuses

The following information provides an overview of the skills, qualities, and qualifications needed for this role.

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:

• 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 messaging

Qualifications:

• 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
• 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