Internal Sales Associate

CFA Institute; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

ACORE CAPITAL Wealth Solutions in Dallas seeks an Internal Sales Associate to expand advisor relationships and drive fundraising across a designated territory. You will partner with Regional Directors to educate advisors on investment offerings and coordinate meetings, while supporting the team with CRM and pipeline management.

The ideal candidate is a motivated sales professional with a consultative approach to real estate and private markets, committed to delivering exceptional service to

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Real Estate, or related field is required.
• 2–5 years of experience in Internal Wholesaling or related financial services sales is preferred.
• Familiarity with alternative investments and advisor distribution channels is preferred.

Responsibilities

• Partner with External Wholesaler to drive fundraising and territory growth.
• Conduct outbound calls and virtual meetings with financial advisors, RIAs, broker-dealers, and family offices.
• Identify and cultivate new advisor relationships and sales opportunities.
• Generate appointments and qualified meetings for field wholesalers.
• Support territory business plans and execute advisor coverage initiatives.
• Assist with fundraising across Private Real Estate Credit, Non-Traded REITs, DST/1031 programs.

Skills

Communication

Presentation

Relationship-building

Education

Bachelor’s degree

Tools

Salesforce

Job description

ACORE CAPITAL Wealth Solutions is the dedicated private wealth platform of ACORE CAPITAL, a leading U.S. commercial real estate investment manager. The Wealth Solutions platform delivers institutional-quality alternative investment solutions to financial advisors, RIAs, family offices, independent broker-dealers, and high-net-worth investors seeking income-oriented and real asset investment strategies. ACORE’s investment expertise spans commercial real estate credit, structured finance, private real estate, DST/1031 exchange solutions, and non-traded REIT strategies.

The Internal Sales Associate serves as a critical contributor to the firm’s capital raising efforts by partnering with Regional Directors (External Wholesalers) to expand advisor relationships and drive fundraising across a designated territory. They will proactively engage financial advisors, registered investment advisors, independent broker-dealers, and family offices to identify opportunities, educate prospects on ACORE investment offerings, coordinate meetings, and support ongoing advisor relationships.

The position is based in our Dallas office and reports to the President of ACORE CAPITAL Wealth Solutions. This individual partners closely with senior leadership and the marketing, investor relations, compliance, and product management teams.

The ideal candidate is a motivated sales professional seeking a long-term career path toward an External Wholesaler role. They bring a consultative approach to sales, intellectual curiosity about commercial real estate and private markets, and a commitment to delivering exceptional service to financial advisors and their clients.

Successful candidates demonstrate a strong understanding of alternative investments, enjoy building and deepening advisor relationships, and possess the drive to thrive in a performance-driven capital raising environment.

About ACORE CAPITAL

ACORE CAPITAL, LP is a leading U.S. commercial real estate investment manager with more than $17 billion of assets under management as of June 30, 2026. Headquartered in New York, with offices in Los Angeles, Miami, San Francisco and Dallas, ACORE originates, acquires and manages commercial real estate credit and select equity investments on behalf of institutional investors globally and high-net-worth investors in the U.S. ACORE’s success has been fueled by its long-standing industry relationships and access to a consistent pipeline of origination opportunities. For more information, please visit https://www.acorecapital.com/careers.

Responsibilities

Distribution & Capital Raising

• Partner with an External Wholesaler to drive fundraising and territory growth
• Conduct proactive outbound calls and virtual meetings with financial advisors, RIAs, broker-dealers, and family offices
• Identify and cultivate new advisor relationships and sales opportunities
• Generate appointments and qualified meetings for field wholesalers
• Support territory business plans and execute strategic advisor coverage initiatives
• Assist with fundraising efforts across: Private Real Estate Credit, Non-Traded REITs, Delaware Statutory Trust (DST) Programs, 1031 Exchange Solutions

Advisor Relationship Management

• Deliver timely follow-up on advisor inquiries
• Build strong relationships with key producing advisors within assigned territory
• Educate advisors on product positioning, portfolio applications, market trends, and investment strategy updates
• Coordinate advisor meetings, due diligence calls, webinars, roadshows, and events
• Maintain regular communication with existing advisor relationships to strengthen engagement and increase sales activity

Product & Market Knowledge

• Develop expertise in:Commercial real estate credit
• Private debt structures
• Alternative investments
• Real estate fundamentals
• Interest rate and capital market dynamics
• 1031 exchange strategies
• Non-traded REIT structures
• Communicate complex investment concepts in a clear and consultative manner
• Stay informed regarding competitive offerings and industry developments

Sales & Territory Management

• Maintain detailed and accurate advisor activity within CRM systems
• Track pipeline opportunities and fundraising activity
• Prepare weekly territory reports and sales analyses
• Support execution of regional sales campaigns and business development initiatives
• Assist with advisor segmentation and territory planning

Cross-Functional Collaboration

• Partner closely with Marketing, Investor Relations, Operations, and Compliance teams
• Assist with conference preparation, advisor events, and due diligence meetings
• Support onboarding and servicing of advisor relationships
• This is not a comprehensive listing of activities, duties or responsibilities, which may change at any time without notice

Requirements

• Bachelor’s degree in Finance, Business, Economics, Real Estate, or related field
• 2-5 years of experience in Internal Wholesaling, Financial Services Sales, Alternative Investments, Asset Management Distribution or Real Estate Investment Sales
• Strong understanding of financial advisor distribution channels
• Excellent communication, presentation, and relationship-building skills
• Ability to work in a fast-paced entrepreneurial environment
• Strong organizational and time-management skills

Preferences

• Experience raising capital for alternative investments
• Familiarity with Non-Traded REITs, DST/1031 Exchange Programs, Private Credit and Private Real Estate Funds
• Existing relationships with financial advisors
• Experience using Salesforce or similar CRM platforms
• Series 7 license
• Series 63 or Series 66 license
• Ability to obtain necessary licenses if not currently obtained

Key Success Metrics

• Gross fundraising production
• Number of advisor meetings generated
• New advisor acquisition
• Advisor engagement and activity levels
• Territory asset growth
• Product penetration across advisor relationships
• CRM data quality and pipeline management
• Support of External Wholesaler sales objectives

Compensation

As an equal opportunity employer, ACORE Capital offers a competitive benefits package, competitive salary and quarterly bonus opportunity as well as fundraising incentives.