Regional Director, External Wholesaler

3 weeks ago


Dallas, Texas, United States Beacon Full time
Beacon Seeks Seasoned Financial Sales Professional

We are seeking a seasoned financial sales professional with experience selling into RIA's, Family Offices, and Wealth Managers. The ideal candidate will be a proven fundraiser who thrives in a dynamic, growth-oriented, and entrepreneurial environment with uncapped earning potential.

About the Role

As a Regional Director, your primary focus will be on building assets, enhancing firm profitability, and elevating brand value by nurturing strategic investor relationships. You will follow a consultative fundraising model, delivering differentiated private credit, secondaries, and private equity investments within the lower middle-market.

Responsibilities
  1. Cultivate and nurture relationships with investors, specifically RIAs, wealth managers, and family offices, to secure capital within your designated territory.
  2. Educate financial advisors on the benefits of our client's products and services through presentations, meetings, seminars, and conferences.
  3. Develop and execute business plans to achieve fundraising goals.
  4. Maintain an organized database of current and prospective investor relationships.
  5. Collaborate closely with the fundraising team to follow up on leads generated within your territory.
  6. Travel 2-3 days per week, or as mutually agreed upon.
  7. 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.



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