External Wholesaler (Great Lakes)

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 Series 7 and 63 or 66 required Proven track record of raising assets across multiple channels, particularly wirehouse and IBDStrong 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 systemCAIA or CFA a plusA high degree of intellectual curiosity, professionalism, and a collaborative mindset