AVP, Capital Markets — Internal Wholesaler (Advisor Outreach)

AltsWire; Alexandria (VA); On-site; USD 110,000 - 170,000; Full time

Job summary

A dynamic investment firm is seeking an AVP, Capital Markets (Internal Wholesaler) to drive capital raising efforts and foster relationships with financial advisors. Candidates should possess 2-5 years of experience in financial sales, be comfortable in a structured environment, and have a Bachelor’s degree in finance, economics, or business. The role includes executing outbound sales strategies and requires strong communication and analytical skills. A competitive compensation package is offered.

Qualifications

• 2–5 years of experience in financial sales, preferably in alternatives or real estate.
• Series 7 and 63 (or 65) required or ability to obtain within 90 days.
• Experience selling to RIAs and/or independent broker-dealers strongly preferred.

Responsibilities

• Execute daily outbound sales efforts, including calls and emails.
• Educate financial advisors on investment offerings.
• Maintain and grow relationships with existing advisor contacts.
• Support sales campaigns, webinars, and marketing initiatives.

Skills

Sales skills

Communication skills

Analytical skills

Education

Bachelor’s degree in finance, economics, or business

Tools

CRM systems (e.g., Salesforce)

Microsoft Office

Job description

A dynamic investment firm is seeking an AVP, Capital Markets (Internal Wholesaler) to drive capital raising efforts and foster relationships with financial advisors. Candidates should possess 2-5 years of experience in financial sales, be comfortable in a structured environment, and have a Bachelor’s degree in finance, economics, or business. The role includes executing outbound sales strategies and requires strong communication and analytical skills. A competitive compensation package is offered.