Associate, Internal Wholesaler

Company Overview
Join a leading private credit asset manager with over $65 billion in capital under management. Based in New York City, the firm specializes in delivering compelling investment solutions to institutional and private wealth investors, with a strong focus on direct lending and middle-market credit strategies.

Job Title: Internal Wholesaler
Location: New York City, NY

Position Overview
Our client is seeking a driven and detail-oriented Internal Wholesaler to join their Private Wealth team. This individual will play a key role in supporting relationship management and business development efforts across wirehouses, regional broker-dealers, and independent platforms. The role offers a unique opportunity to work cross-functionally with investment, compliance, and operations teams while gaining exposure to the private wealth distribution landscape.

Key Responsibilities

• Support the development of strategic relationships with wirehouses and broker-dealers to drive product placement and business growth.
• Deliver high-touch service to product origination and research teams at partner firms.
• Maintain deep knowledge of the firm's investment offerings, systems, and processes to support client needs.
• Track industry trends and competitor activity to inform business strategy.
• Manage and update client and prospect data in the firm's CRM (Microsoft Dynamics preferred).
• Coordinate client meetings and presentation materials in collaboration with internal stakeholders.
• Develop an understanding of partner firm structures and business models.

Qualifications

• Bachelor's degree required.
• 2-4 years of relevant experience at a buy-side firm.
• Experience with broker-dealer and wirehouse sales channels strongly preferred.
• FINRA Series 7 and Series 63 licenses required.
• Strong organizational, analytical, and communication skills.
• Proficiency in Microsoft Office Suite; CRM experience a plus.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.
• Client-first mindset with a commitment to delivering exceptional service.
• Enthusiastic about in-office collaboration and contributing to a high-performance hybrid culture.