Suron
External Wholesaler – South Central
Region: TX, NM, OK, AR, LA
Role Overview We are seeking a dynamic, driven, and strategically minded External Wholesaler to lead our sales efforts across South Central Texas. This territory includes a mix of top-tier wirehouse teams and large IBD and hybrid advisors, requiring strong platform fluency, deep relationship management skills, and the ability to position complex alternative investment strategies across advisor profiles.
As part of a growing distribution team, you will be responsible for representing a platform of institutional alternative investment strategies, including diversified credit and private infrastructure offerings developed in partnership with leading global asset managers.
Key Responsibilities
Build and deepen relationships with financial advisors across wirehouse and independent broker-dealer platforms
Drive sales of alternative investment solutions across interval funds and private market strategies
Deliver high-impact meetings, portfolio positioning discussions, client event support, and educational sessions
Navigate complex platforms to optimize product access and visibility
Partner closely with internal wholesalers to execute strategic territory coverage and campaign planning
Maintain strong CRM discipline (Salesforce) and deliver accurate pipeline and activity reporting
Act as a local brand ambassador, reinforcing the firm’s value proposition in private markets
Stay current on market trends, advisor sentiment, and competitor positioning to anticipate objections and enhance messaging
Qualifications
BA/BS degree with 5–10 years of external wholesaling experience in investment management
Series 7 and 63 or 66 required
Proven track record of raising assets across multiple channels, particularly wirehouse and IBD
Strong understanding of platform dynamics, product approval processes, and advisor segmentation
Experience positioning alternative investments (interval funds, BDCs, private credit, private real assets)
Knowledge of private markets, credit strategies, or infrastructure investing strongly preferred
Ability to travel regularly within territory and to national meetings as needed
Excellent communication skills, both verbal and written
Proficiency in Salesforce or similar CRM system
CAIA or CFA a plus
A high degree of intellectual curiosity, professionalism, and a collaborative mindset
Seniority level Mid-Senior level
Employment type Full-time
Job function Sales, Business Development, and Management
Industries Financial Services, Venture Capital and Private Equity Principals, and Investment Management
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Region: TX, NM, OK, AR, LA
Role Overview We are seeking a dynamic, driven, and strategically minded External Wholesaler to lead our sales efforts across South Central Texas. This territory includes a mix of top-tier wirehouse teams and large IBD and hybrid advisors, requiring strong platform fluency, deep relationship management skills, and the ability to position complex alternative investment strategies across advisor profiles.
As part of a growing distribution team, you will be responsible for representing a platform of institutional alternative investment strategies, including diversified credit and private infrastructure offerings developed in partnership with leading global asset managers.
Key Responsibilities
Build and deepen relationships with financial advisors across wirehouse and independent broker-dealer platforms
Drive sales of alternative investment solutions across interval funds and private market strategies
Deliver high-impact meetings, portfolio positioning discussions, client event support, and educational sessions
Navigate complex platforms to optimize product access and visibility
Partner closely with internal wholesalers to execute strategic territory coverage and campaign planning
Maintain strong CRM discipline (Salesforce) and deliver accurate pipeline and activity reporting
Act as a local brand ambassador, reinforcing the firm’s value proposition in private markets
Stay current on market trends, advisor sentiment, and competitor positioning to anticipate objections and enhance messaging
Qualifications
BA/BS degree with 5–10 years of external wholesaling experience in investment management
Series 7 and 63 or 66 required
Proven track record of raising assets across multiple channels, particularly wirehouse and IBD
Strong understanding of platform dynamics, product approval processes, and advisor segmentation
Experience positioning alternative investments (interval funds, BDCs, private credit, private real assets)
Knowledge of private markets, credit strategies, or infrastructure investing strongly preferred
Ability to travel regularly within territory and to national meetings as needed
Excellent communication skills, both verbal and written
Proficiency in Salesforce or similar CRM system
CAIA or CFA a plus
A high degree of intellectual curiosity, professionalism, and a collaborative mindset
Seniority level Mid-Senior level
Employment type Full-time
Job function Sales, Business Development, and Management
Industries Financial Services, Venture Capital and Private Equity Principals, and Investment Management
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