AVP, Capital Markets (Internal Wholesaler) jobs in United States
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Bonaventure · 4 months ago

AVP, Capital Markets (Internal Wholesaler)

Bonaventure is a vertically integrated real estate investment firm focused on long-term wealth creation through multifamily real estate investments. The Internal Wholesaler will work closely with External Wholesalers to drive capital raising efforts, manage relationships with financial advisors, and execute outbound sales activities.

Property ManagementReal EstateVenture Capital

Responsibilities

Execute daily outbound sales efforts, including phone calls, emails, and virtual meetings to generate interest and schedule appointments for External Wholesalers
Educate financial advisors on Bonaventure’s investment offerings and value proposition
Maintain and grow relationships with existing advisor contacts
Develop and manage territory pipelines, track advisor interactions, and maintain CRM
Support the implementation of sales campaigns, webinars, and marketing initiatives
Coordinate with marketing, operations, and compliance to ensure delivery of accurate and timely materials
Monitor industry trends and competitive intelligence
Provide timely feedback to External Wholesalers and leadership to help refine messaging and approach
Attend select conferences and regional events as needed

Qualification

Financial sales experienceSeries 7CRM proficiencySales enablement toolsCommunication skillsDegreeAnalytical skillsRelationship managementGoal-orientedTeam collaboration

Required

2–5 years of experience in financial sales, preferably in alternatives or real estate
Series 7 and 63 (or 65) required or ability to obtain within 90 days
Proficiency in CRM systems (e.g., Salesforce), Microsoft Office, and sales enablement tools
Strong verbal and written communication skills
Bachelor's degree required
Proven ability to manage a high volume of outbound activity and drive results

Preferred

Experience selling to RIAs and/or independent broker-dealers strongly preferred
Bachelor's degree preferred; finance, economics, or business preferred

Company

Bonaventure

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Bonaventure is a real estate investment firm that focuses on property management, construction and architecture.

Funding

Current Stage
Growth Stage

Leadership Team

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Alicia Guidotti
Chief of Staff to CEO
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Dwight Dunton
Founder and CEO
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Company data provided by crunchbase