Internal Wholesaler

N/A; 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 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 Internal Wholesaler 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.

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
• 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 and 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