External Wholesaler (New England)

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

Job summary

Suron A.C.A. Ltd. seeks an experienced External Wholesaler to lead sales across New England (Massachusetts, Connecticut). The role focuses on promoting interval funds and alternative investment strategies to wirehouse and independent advisor networks.

The position requires 5–10 years of wholesaling experience in investment management, Series 7/63 (or 66) and strong relationship-management skills. Travel within the territory and to national meetings is expected.

Qualifications

• BA/BS degree required.
• 5–10 years external wholesaling experience in investment management preferred.
• Strong understanding of platform dynamics and advisor segmentation.
• Experience in positioning interval funds and other alternative investments.

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.
• Deliver high-impact advisor meetings, portfolio positioning discussions, and educational sessions.
• Navigate distribution platforms to optimize product access, approvals, and visibility; partner with internal wholesalers.
• Maintain CRM discipline (Salesforce) and accurate pipeline management.
• Act as a local brand ambassador for private markets and alternative investments.
• Stay current on market trends and advisor sentiment to address objections.

Skills

Relationship management

Sales

CRM (Salesforce)

Communication skills

Financial products knowledge

Presentation skills

Team collaboration

Alternative investments knowledge

Education

BA/BS degree

Tools

Salesforce

MS Office

Job description

External Wholesaler – New England

Must Live in Region: New England (Massachusetts, Connecticut)

Compensation

• External $140-175k base salary
• 25-40 Basis points on Commissions Externals
• Commissions paid out monthly
• No cap
• Quarterly Bonuses

Role Overview

We are seeking a dynamic, driven, and strategically minded External Wholesaler to lead sales efforts across the New England 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.

Key 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 visibilityPartner 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

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
• 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