Job opportunity
Internal Wholesaler
Oak Hill Financial
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
#J-18808-Ljbffr
Apply on source site 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
#J-18808-Ljbffr