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David Careers

External Wholesaler (Great Lakes)

Posted 13 days ago

suronSavannah (GA)
Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific ProductsPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$140-175k

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About the role

External Wholesaler – Great LakesMust 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
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 plus
  • A high degree of intellectual curiosity, professionalism, and a collaborative mindset

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