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External Wholesaler - Private Markets

Job in Wellesley, Norfolk County, Massachusetts, 02482, USA
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
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
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.

What

You'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.
Own the Advisor Relationship
  • 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.
Tell the ABS Story
  • 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.
Execute & Scale
  • 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.
What We're Looking For
  • 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.
Licenses
  • FINRA Series 7 & 63 required.
Compensation
  • Highly competitive base and annual bonus structure.
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