External RIA Wholesaler

SimpleCITI Companies, Hiring for SimpleEQUITIES*

We’re looking for a motivated External Wholesaler to drive sales of our SEC RIA-advised funds in the RIA distribution channel. Backed by a 125-year family office legacy, we offer innovative investment solutions. In this hybrid role, you'll lead product approvals, build strong RIA relationships, and balance in-office work with client-facing travel to expand our reach.

Key Responsibilities

External Responsibilities:

• Develop and maintain relationships with RIAs, family offices, and institutional investors.
• Present and promote the company’s real estate and specialty finance investment products and services through in-person and virtual meetings, webinars, and conferences.
• Execute sales strategies to meet or exceed targets for product adoption and AUM growth.
• Conduct market analysis to identify new opportunities and maintain awareness of competitors and industry trends.
• Serve as the primary point of contact for external clients, addressing questions, concerns, and providing ongoing support.
  
  

Internal Responsibilities:

• Collaborate with internal teams to ensure alignment between sales strategies and operational capabilities.
• Assist in developing marketing materials, sales decks, and product briefs tailored to specific client needs.
• Coordinate closely with the compliance team to ensure all sales activities meet regulatory standards.
• Support internal training initiatives to educate staff on product offerings and sales strategies.
• Provide feedback from the field to influence product development and strategic planning.

Requirements

Qualifications:

• Proven track record in wholesaling investment products, preferably within the RIA, real estate, or specialty finance sectors.
• Established relationships with RIAs are required .
• 3+ Years of Experience
• Deep understanding of real estate investment vehicles (e.g., REITs, private equity funds, 1031 exchanges) and specialty finance products.
• Exceptional communication and presentation skills with the ability to convey complex concepts clearly and persuasively.
• Strong organizational skills and the ability to balance external and internal responsibilities effectively.
• Proficiency in CRM tools and data analysis to track client interactions and sales performance.
• Bachelor’s degree in finance, business, or a related field. Advanced degrees or certifications (e.g., CFA, CAIA, Series 7, 63, 65/66) are preferred.