Senior Associate (or Associate), Internal Wholesaler

Golub Capital • New York, NY

33d • $125,000 - $175,000 • Hybrid

About The Position

The Private Wealth Americas (“PWA”) Team is a component of the Investor Partners Group (“IPG”) that is responsible for the equity and debt fundraising activities of the Firm. PWA focuses on delivering compelling investment solutions and gold-standard client service to the private wealth market via wirehouses, regional broker-dealers, private banks, registered investment advisors and other intermediaries. PWA oversees sales and marketing, business development, relationship management and business operations specific to the private wealth channel in North and South America. The team collaborates closely with other departments to develop and execute fundraising and client service initiatives in line with the Firm’s objectives.

Requirements

• Bachelor’s degree required
• 2+ years of experience in an internal wholesaler, sales support or business development role within asset management
• Experience with wirehouse, broker-dealer and RIA sales channels is required
• Experience working within a CRM database
• Excellent interpersonal, communication and presentation skills
• Demonstrated ability to effectively leverage AI tools in day-to-day work, with strong critical thinking to assess accuracy, limitations and appropriate use of AI generated outputs
• Ability to multi-task, problem solve and adapt to changing priorities
• Client-centric approach, dedicated to delivering outstanding client experiences and solutions
• Ability to work in a team-oriented sales environment where information sharing and collaboration are essential for success
• Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment
• Series 7 and Series 63 required
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Nice To Haves

• Understanding of alternative investments and / or private credit preferred

Responsibilities

• Partnering with external wholesalers to support business development efforts and drive sales activity across wirehouses, broker-dealers and RIAs
• Conducting outbound sales calls, email campaigns and virtual meetings with advisors to generate leads and identify sales opportunities
• Sourcing and qualifying new advisor relationships while supporting the expansion of existing client relationships
• Assisting external wholesalers with pipeline management, meeting preparation, follow-up activities and ongoing relationship management
• Developing and maintaining a strong understanding of Golub Capital’s product offerings and competitive positioning
• Maintaining accurate pipeline, meeting and prospect information within the Firm’s CRM
• Delivering Gold Standard client service to prospects and clients

Benefits

• full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level