About this opportunity
Suron lists this External Wholesaler (Great Lakes) opportunity in city of overland park, Kansas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
External Wholesaler – Great Lakes
Must Live in Region: (MI, IN, OH, Western PA)
Compensation
External $140-175k base salary
(25-40 Basis points on Commissions Externals)
Commissions paid out monthly - No cap
Quarterly Bonuses
Role Overview:
We are seeking a dynamic, driven, and strategically minded External Wholesaler to lead sales efforts across the Great Lakes region. This territory includes a mix of top-tier wirehouse teams and large independent broker-dealer and hybrid advisors. The role requires strong platform fluency, deep relationship-management skills, and the ability to position sophisticated alternative investment strategies across a broad range of advisor profiles.
This position is part of a growing distribution team and is responsible for representing a platform of institutional alternative investment strategies, including flagship interval fund offerings and private markets infrastructure strategies developed in partnership with leading global alternative asset managers.
Key Responsibilities:
Build and deepen relationships with financial advisors across wirehouse and independent broker-dealer platforms
Drive sales of interval funds and alternative investment solutions, including diversified credit and infrastructure strategies, as well as future product launches
Deliver high-impact advisor meetings, portfolio positioning discussions, client event support, and educational sessions
Navigate complex distribution platforms to optimize product access, approvals, and visibility
Partner closely with internal wholesalers to execute strategic territory coverage and targeted campaign planning
Maintain strong CRM discipline (Salesforce), ensuring accurate pipeline management and activity reporting
Act as a local brand ambassador, reinforcing the firm’s value proposition in private markets and alternative investments
Stay current on market trends, advisor sentiment, and competitive positioning to proactively address objections and refine messaging
Qualifications:
BA/BS degree with 5–10 years of external wholesaling experience in investment management
Series 7 and 63 or 66 required
Proven track record of raising assets across multiple channels, particularly wirehouse and IBD
Strong understanding of platform dynamics, product approval processes, and advisor segmentation
Experience positioning alternative investments (interval funds, BDCs, private credit, private real assets)
Knowledge of private markets, credit strategies, or infrastructure investing strongly preferred
Ability to travel regularly within territory and to national meetings as needed
Excellent communication skills, both verbal and written
Proficiency in Salesforce or similar CRM system
CAIA or CFA a plus
A high degree of intellectual curiosity, professionalism, and a collaborative mindset
Worksite address
city of overland park, KS, 66213, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.