EXternal Wholesaler

The Role:

Responsible for driving sales by proactively and reactively marketing Triton Pacific as a premier provider of private equity themed products. This is accomplished by developing new business leads and cultivating existing relationships, and demonstrating excellent problem solving skills to promote the sale of Triton Pacific products.  This position plays a key role by leading or supporting business development efforts with strategic financial advisor clients.

Specific Responsibilities Include:

  • Primarily motivated by sales success and meeting firm sales goals and targets with an emphasis on acquiring new business

  • Be responsible for sales completion as determined by sales goals and number of outbound/inbound sales activity

  • Maintain a minimum meeting and call volume each day and a targeted number of appointments

  • Manage and maintain Salesforce CRM

  • Develop extensive working knowledge of Triton Pacific product offering(s)

  • Attend certain firm events such as conference calls, broker dealer events, due diligence events or other business initiatives sponsored by the firm


  • Desire and ability to work successfully in an entrepreneur environment

  • Superior verbal and presentation skills

  • Successful track record in developing and managing sales territory

  • Ability to use initiative and work independently while also being a team player

  • Personable and possess the ability to communicate with all members of staff and clients

Skills & Experience Required:

  • FINRA series 7 and 63 licenses

  • 5+ years of external wholesaling alternative products (NT BDCs, Private Placements, NT REITs, Interval Funds) to financial services industry (IBD & RIA Channels)

  • Bachelor’s degree

  • Strong proficiency in Microsoft Office and CRM (Salesforce)

  • Exceptional communication skills; ability to communicate with internal and external business partners at all levels

  • Proof of prior sale track-record

Salary + Commission & Benefits:

Compensation is based on experience and industry standards. Benefits include: Medical Plan, Dental, Vision, 401(k)