Internal Wholesaler

Suron; Beverly Hills (CA); On-site; USD 70,000 - 120,000; Full time

Job summary

Suron, a leading alternative investment platform, is seeking an Internal Wholesaler to join its growing distribution team in Beverly Hills. You will work with external sales professionals to support advisor relationships and drive product adoption across broker-dealers, RIAs, and wealth platforms.

The role represents institutional strategies across private credit, infrastructure, and other private markets, with responsibilities to initiate outbound calls, present market updates, and coordinate

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in financial services and client-facing sales roles.
• SIE, Series 7, and Series 63 (or equivalent) required; inactive licenses acceptable if renewed quickly.

Responsibilities

• Provide sales support by initiating outbound calls to financial advisors and broker-dealer partners.
• Deliver market updates and identify cross-sell opportunities for investment solutions.
• Coordinate meetings, seminars, webinars, and advisor events to expand presence.
• Assist financial advisors in growing their businesses through portfolio analysis and product education.
• Keep advisors informed about materials, updates, and upcoming events.
• Maintain competitive intelligence through research and collaboration with internal teams.
• Stay current on financial markets and investment trends.
• Partner with external wholesalers to achieve territory goals.

Skills

Interpersonal skills

Relationship building

Presentation skills

Communication skills

Time management

Organizational skills

Prioritization

Influencing others

Education

Bachelor's degree

Job description

A leading alternative investment platform is seeking an Internal Wholesaler to join its growing distribution team.

This individual will work closely with external sales professionals and other internal sales partners to support existing advisor relationships, drive product adoption, and help expand the firm's presence across broker-dealers, RIAs, and wealth management platforms.

The role offers the opportunity to represent a suite of institutional alternative investment strategies spanning private credit, infrastructure, and other private market solutions.

Key Responsibilities

• Provide sales support and service by initiating outbound calls to financial advisors and broker-dealer partners
• Deliver market updates and identify opportunities to cross-sell investment solutions
• Follow up with advisors after wholesaler meetings to provide additional information, gather feedback, and uncover new opportunitiesCoordinate meetings, seminars, webinars, conference calls, and advisor events
• Assist financial advisors in growing their businesses through portfolio analysis, product education, and ongoing support
• Keep advisors informed regarding current marketing materials, product updates, and upcoming events
• Maintain competitive intelligence through industry research, training, and collaboration with internal teams
• Stay current on financial markets, investment trends, and industry developments
• Partner closely with external wholesalers and other members of the distribution team to achieve territory goals

Qualifications

• Bachelor's degree or equivalent professional experience
• Experience within the financial services industry
• Minimum of 1 year of experience in financial sales, internal wholesaling, or a related client-facing role
• Strong interpersonal and relationship-building skills
• Demonstrated ability to influence and communicate effectively with financial professionals
• Highly organized with strong time management skills
• Ability to prioritize multiple responsibilities in a fast-paced environment
• Strong presentation and communication skills
• Genuine interest in financial markets and investment management
• SIE, Series 7, and Series 63 (or equivalent) required
• Previously held Series 7 and 63 licenses that are inactive will be considered, provided all required exams are retaken and passed within three months of hire

What You'll Be Representing

You will support the distribution of institutional-quality alternative investment strategies designed for financial advisors and their clients, helping advisors gain access to private market opportunities through investor-friendly structures and solutions.