External Wholesaler (Great Lakes)

External Wholesaler – Great LakesMust Live in Region: (MI, IN, OH, Western PA)CompensationExternal $140-175k base salary(25-40 Basis points on Commissions Externals)Commissions paid out monthly - No capQuarterly 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 platformsDrive sales of interval funds and alternative investment solutions, including diversified credit and infrastructure strategies, as well as future product launchesDeliver high-impact advisor meetings, portfolio positioning discussions, client event support, and educational sessionsNavigate complex distribution platforms to optimize product access, approvals, and visibilityPartner closely with internal wholesalers to execute strategic territory coverage and targeted campaign planningMaintain strong CRM discipline (Salesforce), ensuring accurate pipeline management and activity reportingAct as a local brand ambassador, reinforcing the firm’s value proposition in private markets and alternative investmentsStay 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 xzbcwsv Series 7 and 63 or 66 requiredProven track record of raising assets across multiple channels, particularly wirehouse and IBDStrong understanding of platform dynamics, product approval processes, and advisor segmentationExperience positioning alternative investments (interval funds, BDCs, private credit, private real assets)Knowledge of private markets, credit strategies, or infrastructure investing strongly preferredAbility to travel regularly within territory and to national meetings as neededExcellent communication skills, both verbal and writtenProficiency in Salesforce or similar CRM systemCAIA or CFA a plusA high degree of intellectual curiosity, professionalism, and a collaborative mindset