External Wholesaler - Private Markets
Job in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2026-07-14
Listing for:
ABS Global Investments
Full Time
position Listed on 2026-07-14
Job specializations:
-
Sales
Business Development, B2B Sales, Outside / Field Sales, Financial Sales
Job Description & How to Apply Below
ABS is seeking a high-performing External Wholesaler with a demonstrated history of successful asset gathering, direct advisor sales, and territory growth. The ideal candidate has a proven track record of exceeding sales goals, developing long-term advisor relationships, and driving meaningful net flows. This is a unique opportunity to represent our differentiated Pre-IPO & Growth Fund and broader private markets platform, delivering institutional-quality late-stage private company exposure to financial advisors through an innovative interval fund structure.
WhatYou'll Do Drive Sales & Grow Your Territory
- Drive net flows into ABS's The Pre-IPO & Growth Fund (IPOSX) and private investment vehicles.
- Drive net flows into ABS's Insights Emerging Markets Mutual Fund (IEMSX).
- Own and execute a territory business plan focused on asset growth and advisor penetration.
- Conduct frequent in-person advisor meetings, due diligence presentations, and client events.
- Prospect, develop, and convert new advisor relationships while expanding existing partnerships.
- Consistently exceed sales activity and asset-gathering goals.
- Serve as a trusted resource to RIAs, family offices, and wealth management firms seeking private market exposure.
- Deliver compelling presentations highlighting late-stage private markets, liquidity innovation, and portfolio construction benefits.
- Navigate complex due diligence discussions with advisors, investment committees, and platform partners.
- Develop long-term relationships that drive repeat allocations and referrals.
- Communicate ABS's differentiated investment philosophy, sourcing network, and competitive advantages.
- Translate complex private market concepts into clear, actionable insights for financial advisors.
- Use real-world examples—including pre-IPO investing, secondary market opportunities, and portfolio construction—to demonstrate value.
- Position ABS as a thought leader in private markets and wealth management innovation.
- Maintain an active sales pipeline and territory strategy using CRM tools.
- Monitor sales activity, advisor engagement, and asset flows to optimize territory performance.
- Partner with marketing, investment professionals, and senior leadership to support platform expansion and advisor education.
- Represent ABS at conferences, due diligence meetings, and industry events.
- 5+ years of successful external wholesaling experience.
- Demonstrated history of raising assets and consistently exceeding sales goals.
- Proven ability to develop new advisor relationships and grow an assigned territory.
- Existing relationships with RIAs, independent broker-dealers, private banks, or wirehouses are strongly preferred.
- Strong understanding of alternative investments and private markets; experience marketing private equity or private credit strategies is a plus.
- Outstanding presentation, communication, and relationship-building skills.
- Self-starter who thrives in a fast-paced, entrepreneurial, performance-driven environment.
- Bachelor's degree required.
- FINRA Series 7 & 63 required.
- Highly competitive base and annual bonus structure.
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