Internal Wholesaler
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
The Role – Associate VP
This is a high-activity, relationship-focused distribution role. You will work closely with
senior wholesalers and partners to drive awareness, meetings, and asset growth for Oak Hill’s
alternative investment platform.
Your mandate is to educate, engage, and activate advisors - and consistently generate
qualified opportunities for our institutional managers.
Key Responsibilities
- Proactively engage financial advisors, portfolio managers, and wealth teams across
Ontario
- Support distribution of global hedge funds and alternative strategies
- Book and coordinate meetings, calls, and follow-ups for senior wholesalers
- Conduct outbound outreach via phone, email, and LinkedIn
- Maintain detailed CRM records and advisor coverage notes
- Track advisor interest, pipeline activity, and follow-up cadence
- Assist with advisor education, materials, and event coordination
- Stay current on market conditions, alternatives, and portfolio use cases
What We’re Looking For
- Prior experience in:
- Inside wholesaling
- Asset management sales
- Wealth management, capital markets, or alternatives
- Strong phone presence and comfort speaking with advisors
- Organized, persistent, and outcome-oriented
- Ability to manage high outreach volume with professionalism
- Bilingual (French / English) strongly preferred
Performance Expectations
- Consistent advisor engagement and meeting generation
- Clear pipeline development across dealer platforms
- High-quality follow-up and CRM discipline
- Contribution to asset growth over time
More about this job
Responsibilities
Engage financial advisors, portfolio managers, and wealth teams across Ontario to promote global hedge funds and alternative investment strategies. Generate qualified opportunities by coordinating meetings for senior wholesalers, conducting outreach, maintaining CRM records, tracking pipeline activity, and supporting advisor education and events.
Requirements
Candidates should have experience in inside wholesaling, asset management sales, wealth management, capital markets, or alternative investments. Strong phone communication, organization, persistence, professionalism with high-volume outreach, and French-English bilingual ability are sought, with bilingualism strongly preferred.
Skills
- Financial Advisor Engagement
- Inside Wholesaling
- Asset Management Sales
- Alternative Investments
- Hedge Funds
- Outbound Outreach
- Meeting Coordination
- Pipeline Development
- Sales Follow-Up
- Advisor Education
- Event Coordination
- Market Awareness
- Relationship Building
- Communication
- Organization
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Finance & Accounting
Keywords
- Financial Services
- Funds and Trusts
- Capital Markets
- Alternative Investments
- Global Hedge Funds
- Alternative Strategies
- Financial Advisors
- Portfolio Managers
- Wealth Teams
- Inside Wholesaling
- Asset Management Sales
- Advisor Engagement
- Outbound Outreach
- Phone Outreach
- Email Outreach
- Meeting Coordination
- CRM Records
- Pipeline Activity
- Dealer Platforms
- Advisor Education
- Event Coordination
- Market Conditions
- Portfolio Use Cases
- Asset Growth
- French-English Bilingualism