Senior Internal Wholesaler – Private Wealth Growth

Golub Capital; New York (NY); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Golub Capital’s Private Wealth Americas team seeks a driven professional to support external sales distribution of Golub Capital products. You will partner with wholesalers, conduct outbound outreach, qualify advisor relationships, and manage pipeline with a focus on Gold Standard service.

The role requires 2+ years in asset management sales support or internal wholesale, Series 7 and 63, and a bachelor’s degree.

Qualifications

• Bachelor’s degree required
• 2+ years in internal wholesaler, sales support or business development in asset management
• Experience with wirehouse, broker‑dealer and RIA sales channels
• CRM experience
• Strong communication and presentation skills
• Experience using AI tools in day‑to‑day work
• Ability to multitask in a fast paced environment
• Client‑centric with collaborative mindset
• Series 7 and Series 63 required

Responsibilities

• Partner with external wholesalers to support business development and drive sales across wirehouses, broker‑dealers, and RIAs
• Conduct outbound calls, emails, and virtual meetings to generate leads and opportunities
• Source and qualify new advisor relationships and support expanding existing clients
• Assist with pipeline management, meeting prep, and follow‑ups
• Develop and maintain knowledge of Golub Capital products and competitive position
• Maintain accurate pipeline and meeting data in the CRM
• Deliver Gold Standard client service to prospects and clients

Job description

Golub Capital’s Private Wealth Americas team seeks a driven professional to support external sales distribution of Golub Capital products. You will partner with wholesalers, conduct outbound outreach, qualify advisor relationships, and manage pipeline with a focus on Gold Standard service.

The role requires 2+ years in asset management sales support or internal wholesale, Series 7 and 63, and a bachelor’s degree.