External Wholesaler (Midwest)

Suron A.C.A. Ltd.; Northern (KY); Hybrid; USD 140,000 - 175,000; Full time

Job summary

Suron A.C.A. Ltd. is seeking an External Wholesaler to lead sales across the Mid West region. This role focuses on promoting interval funds and alternative investments to wirehouses and independent broker-dealers, leveraging a broad platform and deep advisor relationships.

The candidate will manage a dynamic territory, coordinate with internal wholesalers, and ensure strong CRM usage with Salesforce. Travel within the territory and to national meetings is required.

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 IBD.
• Strong 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.

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

Skills

Relationship management

Sales presentations

CRM proficiency

Communication (oral/written)

Territory travel

Education

BA/BS degree

Tools

Salesforce

Job description

External Wholesaler – Mid West- Must Live in Region: Mid West- Compensation- External $140-175k base salary- (25-40 Basis points on Commissions Externals)- Commissions paid out monthly - No cap- Quarterly BonusesRole Overview:We are seeking a dynamic, driven, and strategically minded External Wholesaler to lead sales efforts across the Mid West 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.

• 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

• 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 IBD
• Strong 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 system
• CAIA or CFA a plus- A high degree of intellectual curiosity, professionalism, and a collaborative mindset