Private Markets External Wholesaler: Growth & Advisor Relations

ABS Global Investments

Wellesley (MA)

On-site

USD 120,000 - 180,000

Full time

14 days+
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Job summary

ABS Global Investments is seeking a high-performing External Wholesaler to drive net flows and advisor penetration across a Massachusetts territory. You will present to RIAs and wealth managers, conduct due diligence discussions, and manage private markets exposure through interval funds.

The role emphasizes asset gathering, relationship development, and ongoing education of advisors on ABS’s private markets platform.

Qualifications

  • 5+ years of external wholesaling experience.
  • Proven ability to raise assets and exceed sales goals.
  • Develop new advisor relationships and grow an assigned territory.
  • Existing relationships with RIAs, independent BDs, private banks, or wirehouses preferred.
  • Strong presentation, communication, and relationship-building skills.

Responsibilities

  • Drive net flows into ABS's Pre-IPO & Growth Fund (IPOSX) and private investment vehicles.
  • Drive net flows into Insights Emerging Markets Mutual Fund (IEMSX).
  • Own and execute a territory business plan focused on asset growth and advisor penetration.
  • Conduct frequent in-person advisor meetings, due diligence presentations, and client events.
  • Prospect, develop, and convert new advisor relationships while expanding existing partnerships.
  • Maintain an active sales pipeline and monitor advisor engagement and asset flows.

Skills

External wholesaling
Asset gathering
Relationship building
Presentation skills
Self-starter

Education

Bachelor's degree

Tools

CRM tools

Job description

ABS Global Investments is seeking a high-performing External Wholesaler to drive net flows and advisor penetration across a Massachusetts territory. You will present to RIAs and wealth managers, conduct due diligence discussions, and manage private markets exposure through interval funds.

The role emphasizes asset gathering, relationship development, and ongoing education of advisors on ABS’s private markets platform.

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