External Wholesaler

Meketa • Quinte West, ON

60d

About The Position

The External Wholesaler is a senior, field-based sales professional responsible for driving asset growth across a defined territory by promoting private markets investment solutions to financial advisors, RIAs, and private wealth platforms.

This individual will serve as a trusted partner to advisors, delivering portfolio construction insights and education on private equity, private credit, infrastructure, and other alternative investments. The role requires a highly motivated, relationship-driven professional with deep expertise in private markets and a proven ability to raise assets in the high-net-worth channel.

Requirements

• 5–10+ years of experience in external wholesaling, institutional sales, or private wealth distribution
• Demonstrated success raising assets within RIAs, independent broker-dealers, and private banks
• Deep understanding of private markets, including private equity, private credit, and infrastructure
• Strong grasp of portfolio construction, asset allocation, and advisor use cases
• FINRA Series 7 and 63 or 66 required (or ability to obtain upon hire)
• Exceptional communication, presentation, and relationship-building skills
• Highly organized with strong pipeline and territory management discipline
• Self-starter with the ability to operate independently in a field-based role
• Data-driven mindset with experience using CRM systems
• Entrepreneurial mindset with a strong drive to win and grow territory assets
• Ability to translate complex investment strategies into clear, actionable insights for advisors
• High level of professionalism, integrity, and client-first orientation
• Collaborative team player who thrives in a performance-driven culture

Nice To Haves

• Experience selling alternative investments or private markets products strongly preferred
• Familiarity with evergreen/interval fund structures is a plus

Responsibilities

• Develop and execute a strategic business plan to drive asset growth and market penetration within the assigned territory
• Segment and prioritize target advisors, RIAs, and key accounts to maximize productivity and outcomes
• Maintain a consistent cadence of in-person meetings, events, and follow-ups
• Build and deepen relationships with RIAs, financial advisors, family offices, and private banks
• Proactively source new opportunities while expanding existing client relationships
• Represent the firm at industry events, conferences, and client meetings
• Deliver portfolio construction guidance incorporating private markets solutions
• Educate advisors on the role of private equity, private credit, and infrastructure within diversified portfolios
• Position evergreen and interval fund structures relative to traditional drawdown vehicles
• Partner closely with an Internal Wholesaler to coordinate outreach, campaigns, and follow-up strategies
• Leverage CRM tools (e.g., HubSpot) to track activity, manage pipeline, and ensure disciplined execution
• Collaborate with marketing, product, and investment teams to align messaging and client solutions
• Manage the full sales cycle from prospecting to closing and onboarding
• Maintain a robust pipeline with clear visibility into opportunities and conversion timelines
• Consistently meet or exceed territory sales targets and activity expectations

Benefits

• Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed