External Wholesaler

External Wholesaler – Sub-Advised Insurance Distribution

A leading global investment management firm is looking to add an experienced External Wholesaler

to its Sub-Advised Insurance Distribution team. This individual will be responsible for expanding relationships across the insurance channel, partnering with insurance carriers, home office teams, distribution leaders, and carrier-affiliated wholesalers to increase awareness and adoption of the firm's investment strategies.

What You'll Do

• Develop and execute territory-based sales and distribution strategies.
• Build relationships with insurance carrier home offices, distribution teams, and affiliated wholesalers.
• Drive adoption of investment strategies across variable annuity and other sub-advised insurance platforms.
• Partner with carrier sales organizations through a wholesaler-to-wholesalers model.
• Deliver investment presentations, market insights, portfolio reviews, and value-add/practice management programs.
• Partner internally with Investment, Product, Marketing, and Relationship Management teams.
• Represent the firm at industry conferences, due diligence meetings, and client engagements.
• Identify industry trends, competitive activity, and new opportunities across the insurance channel.

What We're Looking For

• 5+ years of experience in asset management, insurance distribution, sub-advisory, or related financial services.
• Experience working with insurance carriers, home office teams, or intermediary distribution organizations.
• Strong knowledge of variable annuities, insurance-based investment solutions, and sub-advised platforms.
• Proven success developing relationships and driving sales growth.
• Strong investment and capital markets knowledge.
• Excellent presentation, communication, and relationship-building skills.
• Series 7 and Series 63 required.
• CFA, CAIA, or another relevant designation is a plus.

This is a strong opportunity for an experienced wholesaler to join a highly regarded investment organization and play an important role in expanding its presence across the insurance channel