The Senior external wholesaling leader is responsible for significant capital raise objectives, high-value relationships, strategic distribution expansion, and executive-level client representation in their designated territory.
CORE RESPONSIBILITIES:- Drive significant capital raise through senior advisor, RIA, IBD, and institutional-style relationships.
- Open new distribution opportunities and deepen strategic partnerships.
- Deliver executive-level presentations and represent Carter Funds at priority events.
- Report activity, forecasting, market trends, and relationship strategy to leadership.
QUALIFICATIONSEducation- Bachelor's degree required.
Required Experience/Skills- 10+ years of senior external wholesaling, capital markets, or distribution experience.
- Deep advisor network, alternative investment knowledge, strong executive presence, and proven capital raise success.Strong financial, analytical, problem-solving, and decision-making skills with the ability to develop effective solutions.
- Excellent verbal and written communication skills, including the ability to clearly present and interpret operational and financial information.
Certifications:- FINRA Series 7 and 63 required; Series 65/66 and supervisory licensing preferred or required based on responsibilities.
