Sales Merchant

External Wholesaler – Great Lakes

• Must Live in Region: (MI, IN, OH, Western PA)
• Quarterly Bonuses

We are seeking a dynamic, driven, and strategically minded External Wholesaler to lead sales efforts across the Great Lakes region. 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.

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
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
BA/BS degree with 5–10 years of external wholesaling experience in investment management
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
Proficiency in Salesforce or similar CRM system