Regional Director, External Wholesaler

5 days ago


St Louis, Missouri, United States Beacon Full time
About the Role

We are seeking a seasoned financial sales professional to join our team as a Regional Director, External Wholesaler. As a key member of our external partnerships team, you will be responsible for building and maintaining relationships with investors, including RIAs, wealth managers, and family offices, to secure capital within your designated territory.

Key Responsibilities
  • Cultivate and nurture relationships with investors to secure capital within your 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.
Requirements
  • 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.


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