Internal Wholesaler
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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
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
- 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
- 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
- High-quality follow-up and CRM discipline
- Contribution to asset growth over time
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