Internal Sales Associate - Private Markets & CRE

AltsWire; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

ACORE CAPITAL Wealth Solutions, based in Dallas, is seeking an Internal Wholesaler to support its capital-raising efforts and expand advisor relationships. You will collaborate with External Wholesalers to educate financial advisors, RIAs, and family offices on alternative investment offerings and build a robust advisor network.

The role emphasizes consultative selling, territory development, and teamwork with Marketing, Investor Relations, Compliance, and Product teams to deliver timely

Qualifications

• Bachelor's degree in Finance, Business, Economics, Real Estate, or related field.
• 2–5 years of experience in Internal Wholesaling or related sales roles.
• Strong understanding of financial advisor distribution channels.
• Excellent communication, presentation, and relationship-building skills.

Responsibilities

• Drive fundraising and territory growth with External Wholesaler.
• 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.
• Maintain CRM advisor activity and track pipeline.
• Support advisor events, due diligence meetings, and regional campaigns.

Skills

Capital raising

Advisor relations

Sales

CRM management

Presentation skills

Education

Bachelor's degree in Finance, Business, Economics, Real Estate, or related field

Tools

Salesforce

Job description

ACORE CAPITAL Wealth Solutions, based in Dallas, is seeking an Internal Wholesaler to support its capital-raising efforts and expand advisor relationships. You will collaborate with External Wholesalers to educate financial advisors, RIAs, and family offices on alternative investment offerings and build a robust advisor network.

The role emphasizes consultative selling, territory development, and teamwork with Marketing, Investor Relations, Compliance, and Product teams to deliver timely