Suron · 1 day ago
External Wholesaler
Austin, Texas Metropolitan Area
Full-time
Hybrid
Senior Level
5+ years expSuron is seeking a dynamic and strategically minded External Wholesaler to lead their sales efforts across South Central Texas. The role involves building relationships with financial advisors and driving sales of alternative investment solutions, while also acting as a local brand ambassador for the firm.
Staffing & Recruiting
Hiring Manager
Chaz Cervino
Responsibilities
Build and deepen relationships with financial advisors across wirehouse and independent broker-dealer platforms
Drive sales of alternative investment solutions across interval funds and private market strategies
Deliver high-impact meetings, portfolio positioning discussions, client event support, and educational sessions
Navigate complex platforms to optimize product access and visibility
Partner closely with internal wholesalers to execute strategic territory coverage and campaign planning
Maintain strong CRM discipline (Salesforce) and deliver accurate pipeline and activity reporting
Act as a local brand ambassador, reinforcing the firm’s value proposition in private markets
Stay current on market trends, advisor sentiment, and competitor positioning to anticipate objections and enhance messaging
Qualification
Required
BA/BS degree with 5–10 years of external wholesaling experience in investment management
Series 7 and 63 or 66 required
Proven track record of raising assets across multiple channels, particularly wirehouse and IBD
Strong understanding of platform dynamics, product approval processes, and advisor segmentation
Experience positioning alternative investments (interval funds, BDCs, private credit, private real assets)
Ability to travel regularly within territory and to national meetings as needed
Excellent communication skills, both verbal and written
Proficiency in Salesforce or similar CRM system
A high degree of intellectual curiosity, professionalism, and a collaborative mindset
Preferred
Knowledge of private markets, credit strategies, or infrastructure investing strongly preferred
CAIA or CFA a plus
Company
Suron
Suron connects exceptional people with meaningful opportunities. We cut through the noise, build real relationships, and get results that matter.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase