Senior Alternative Investment Wholesaler
$240,000–$340,000 year
Remote · New York City, New York, United States or US
Job Summary
The Senior Alternative Investment Wholesaler will be responsible for driving fundraising results across Bridge's Real Estate product suite, with particular focus on RIAs, IBDs, and Wirehouses in their designated region. This includes developing and executing sales plans, maintaining relationships with high-value advisors, and collaborating closely with internal partners to communicate investment strategies. The role requires a minimum of 10 years of experience in financial services, particularly in private wealth distribution, with a strong track record in Real Estate sales and key relationships in the industry. Candidates should have a Bachelor's degree, proficiency in relevant software, and required FINRA licenses.
Required Qualifications
- Minimum 10 years working in financial services
- Prior experience in a private wealth distribution role
- Proficiency in successful Real Estate sales
- Relationships with high value advisors in RIA and IBD channels
- Ability to influence advisor decisions
- Deep knowledge of economics and capital markets
- Excellent verbal and written communication skills
Desired Qualifications
- Investment industry designations (e.g., CFA, CIMA, CFP, CAIA)
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