External Wholesaler at Meketa

Quinte West, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

16 Jun, 26

Salary

150000.0

Posted On

18 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Territory Management, Relationship Building, Asset Growth, Private Markets Expertise, Consultative Selling, Portfolio Construction, Financial Advisor Engagement, Pipeline Management, CRM Utilization, Sales Execution, Communication, Presentation Skills, Strategic Planning, Account Prioritization, Client Relationship Management

Industry

Investment Management

Description

External Wholesaler Position Summary 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. Job Responsibilities: Territory Management * 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 Sales & Relationship Management * 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 Consultative Selling * 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 Internal Partnership * 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 Pipeline & Sales Execution * 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 Job 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 * Experience selling alternative investments or private markets products strongly preferred Knowledge * Deep understanding of private markets, including private equity, private credit, and infrastructure * Strong grasp of portfolio construction, asset allocation, and advisor use cases * Familiarity with evergreen/interval fund structures is a plus Licenses * FINRA Series 7 and 63 or 66 required (or ability to obtain upon hire) Skills * 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 Key Attributes for Success * 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 About Meketa Investment Group Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 250 employees among our six U.S. office locations and London. Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, 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. Meketa is an Equal Employment Opportunity and Affirmative Action Employer. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.

Responsibilities

The External Wholesaler drives asset growth by promoting private markets investment solutions to financial advisors and RIAs through in-person meetings and education on private equity, credit, and infrastructure. Key duties include developing a strategic business plan for the territory, managing sales cycles, and building deep relationships with various financial professionals.