Internal / Hybrid Wholesaler, Private Real Estate
Overview:
A growing private real estate investment manager is seeking an Internal or Hybrid Wholesaler to support the firm's capital raising efforts across the private wealth channel. This individual will play a key role in expanding relationships with Registered Investment Advisors (RIAs), family offices, private banks, and other wealth management firms while partnering closely with the Head of Investor Relations & Capital Formation.
This is an excellent opportunity for a motivated sales professional looking to deepen their exposure to private markets and take on increasing responsibility within a collaborative and entrepreneurial environment.
Key Responsibilities:
- Proactively source, cultivate, and maintain relationships with RIAs, wealth managers, family offices, and other private wealth investors.
- Conduct outbound business development efforts through calls, emails, virtual meetings, and industry events.
- Partner closely with the Head of Investor Relations & Capital Formation to execute fundraising and distribution strategies.
- Identify new advisor relationships and uncover opportunities for asset growth across the territory.
- Coordinate meetings and follow-up activities with prospective and existing investors.
- Maintain accurate pipeline management and activity tracking through CRM systems.
- Assist with investor communications, marketing initiatives, due diligence requests, and fund update distribution.
- Stay informed on market trends, competitor activity, and developments within private real estate and alternative investments.
Qualifications:
- 2-5 years of experience in wholesaling, business development, investor relations, or distribution within asset management, wealth management, or alternative investments.
- Experience covering RIAs, independent advisors, family offices, broker-dealers, or other private wealth channels preferred.
- Strong interest in private real estate and alternative investments.
- Excellent communication, relationship management, and presentation skills.
- Proven ability to prospect, build pipelines, and cultivate long-term client relationships.
- Highly organized with strong attention to detail and follow-through.
- Bachelor's degree required.
- FINRA licenses (Series 7 and/or 63) are a plus but not required.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.