Our Client is a rapidly growing 3rd party distributor with a financial product line spanning; ETFs, Mutual Funds, Alternatives and Unique Private Credit offerings. The team is looking for a for seasoned External Wholesaler to take over an existing territory. We are looking experienced sales professionals and fundraisers with proven distribution and relationships selling financial solutions into RIA's and/or Family Offices. Responsibilities:
- Cultivate and nurture relationships with investors, specifically RIAs, wealth managers, and family offices, to secure capital within your designated territory.
- Educate financial advisors on the benefits of our client's products and services through presentations, meetings, seminars, and conferences.
- Develop and execute business plans to achieve fundraising goals.
- Maintain an organized database of current and prospective investor relationships.
- Collaborate closely with the fundraising team to follow up on leads generated within your territory.
- Travel 2-3 days per week, or as mutually agreed upon.
- Contribute to various business and brand-building activities.
Qualifications:
- 8+ years of experience in client services, fundraising and/or working as a wholesaler.
- Background in a reputable asset management firm with multiple investment strategies and products preferred.
- Profound knowledge of private credit and equity fundamentals.
- Well-established, trusted relationships with a substantial number of investors, including RIAs, wealth managers, and family offices.
- Proven track record of cultivating relationships and raising capital in your region.
- Series 7 and 66 (or 7, 63, and 65) licenses are required.