Regional Director, External Wholesaler
3 weeks ago
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 RoleAs 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- 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.
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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Regional Director, External Wholesaler
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Regional Director
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