What are the responsibilities and job description for the External Wholesaler, Wirehouses position at Beacon?
Are you a seasoned financial sales professional with experience selling into Wirehouses, Broker Dealers, RIA’s, and Family Offices? Are you a proven seller who thrives in a dynamic, growth-oriented and entrepreneurial environment with uncapped earning potential?
Our Client
A rapidly growing distributor with a product line spanning; Mutual Funds, SMAs, ETFs, Alternatives and unique private credit funds is looking to expand their coverage in the Boston Metro area.
The team is looking for a Regional Director with strong Wirehouse, RIA, Family Office and Private Wealth relationships to take over this existing territory and expand the firms footprint.
About The Role
As a Regional Director, your primary focus will be on building assets, enhancing firm profitability, and elevating brand value by nurturing strategic investor relationships. You'll follow a consultative fundraising model, delivering differentiated private credit, secondaries, and private equity investments within the lower middle-market. Your territory will encompass regional investors, such as RIAs, wealth managers, family offices, endowments, foundations, insurance companies, consultants, and pension plans. Your role is to bring a fresh perspective to these investors and educate them on investments and portfolio construction.
Responsibilities
Our Client
A rapidly growing distributor with a product line spanning; Mutual Funds, SMAs, ETFs, Alternatives and unique private credit funds is looking to expand their coverage in the Boston Metro area.
The team is looking for a Regional Director with strong Wirehouse, RIA, Family Office and Private Wealth relationships to take over this existing territory and expand the firms footprint.
About The Role
As a Regional Director, your primary focus will be on building assets, enhancing firm profitability, and elevating brand value by nurturing strategic investor relationships. You'll follow a consultative fundraising model, delivering differentiated private credit, secondaries, and private equity investments within the lower middle-market. Your territory will encompass regional investors, such as RIAs, wealth managers, family offices, endowments, foundations, insurance companies, consultants, and pension plans. Your role is to bring a fresh perspective to these investors and educate them on investments and portfolio construction.
Responsibilities
- Cultivate and nurture relationships with investors, specifically RIAs, wealth managers, and family offices, to secure capital within your designated territory.
- Educate financial advisors on the benefits of our client's products and services through presentations, meetings, seminars, and conferences.
- Develop and execute business plans to achieve fundraising goals.
- Maintain an organized database of current and prospective investor relationships.
- Collaborate closely with the fundraising team to follow up on leads generated within your territory.
- Travel 2-3 days per week, or as mutually agreed upon.
- Contribute to various business and brand-building activities.
- 5 years of experience in client services, fundraising and/or working as a wholesaler.
- Background in a reputable asset management firm with multiple investment strategies and products preferred.
- Profound knowledge of private credit and equity fundamentals.
- Well-established, trusted relationships with a substantial number of investors, including Wirehouses, RIAs, wealth managers, and family offices.
- Proven track record of cultivating relationships and raising capital in your region.
- Series 7 and 66 (or 7, 63, and 65) licenses are required.
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