Internal Wholesaler

ACORE CAPITAL Wealth Solutions is the dedicated private wealth platform of ACORE CAPITAL, a leading U.S. commercial real estate investment manager. The Wealth Solutions platform delivers institutional-quality alternative investment solutions to financial advisors, RIAs, family offices, independent broker-dealers, and high-net-worth investors seeking income-oriented and real asset investment strategies. ACORE’s investment expertise spans commercial real estate credit, structured finance, private real estate, DST/1031 exchange solutions, and non-traded REIT strategies.

The Internal Wholesaler serves as a critical contributor to the firm’s capital raising efforts by partnering with Regional Directors (External Wholesalers) to expand advisor relationships and drive fundraising across a designated territory. They will proactively engage financial advisors, registered investment advisors, independent broker-dealers, and family offices to identify opportunities, educate prospects on ACORE investment offerings, coordinate meetings, and support ongoing advisor relationships.

The Internal Wholesaler is based in our Dallas office and reports to the President of ACORE CAPITAL Wealth Solutions. This individual partners closely with senior leadership and the marketing, investor relations, compliance, and product management teams.

The ideal candidate is a motivated sales professional seeking a long-term career path toward an External Wholesaler role. They bring a consultative approach to sales, intellectual curiosity about commercial real estate and private markets, and a commitment to delivering exceptional service to financial advisors and their clients.

Successful candidates demonstrate a strong understanding of alternative investments, enjoy building and deepening advisor relationships, and possess the drive to thrive in a performance-driven capital raising environment.

Responsibilities

Distribution & Capital Raising

Partner with an External Wholesaler to drive fundraising and territory growth

Conduct proactive outbound calls and virtual meetings with financial advisors, RIAs, broker-dealers, and family offices

Identify and cultivate new advisor relationships and sales opportunities

Generate appointments and qualified meetings for field wholesalers

Support territory business plans and execute strategic advisor coverage initiatives

Assist with fundraising efforts across:

Private Real Estate Credit

Delaware Statutory Trust (DST) Programs

1031 Exchange Solutions

Advisor Relationship Management

Deliver timely follow-up on advisor inquiries

Build strong relationships with key producing advisors within assigned territory

Educate advisors on product positioning, portfolio applications, market trends, and investment strategy updates

Coordinate advisor meetings, due diligence calls, webinars, roadshows, and events

Maintain regular communication with existing advisor relationships to strengthen engagement and increase sales activity

Product & Market Knowledge

Develop expertise in: Commercial real estate credit, Private debt structures,  Alternative investments, Real estate fundamentals, Interest rate and capital market dynamics, 1031 exchange strategies and Non-traded REIT structures.

Communicate complex investment concepts in a clear and consultative manner

Stay informed regarding competitive offerings and industry developments

Sales & Territory Management

Maintain detailed and accurate advisor activity within CRM systems

Track pipeline opportunities and fundraising activity

Prepare weekly territory reports and sales analyses

Support execution of regional sales campaigns and business development initiatives

Assist with advisor segmentation and territory planning

Cross-Functional Collaboration

Partner closely with Marketing, Investor Relations, Operations, and Compliance teams

Assist with conference preparation, advisor events, and due diligence meetings

Support onboarding and servicing of advisor relationships

This is not a comprehensive listing of activities, duties or responsibilities, which may change at any time without notice

Requirements

Bachelor's degree in Finance, Business, Economics, Real Estate, or related field

2-5 years of experience in Internal Wholesaling, Financial Services Sales, Alternative Investments, Asset Management Distribution or Real Estate Investment Sales

Strong understanding of financial advisor distribution channels

Excellent communication, presentation, and relationship-building skills

Ability to work in a fast-paced entrepreneurial environment

Strong organizational and time-management skills

Preferences

Experience raising capital for alternative investments

Familiarity with Non-Traded REITs, DST/1031 Exchange Programs, Private Credit and Private Real Estate Funds

Existing relationships with financial advisors

Experience using Salesforce or similar CRM platforms

Series 7 license

Series 63 or Series 66 license

Ability to obtain necessary licenses if not currently obtained

Key Success Metrics

Gross fundraising production

Number of advisor meetings generated

New advisor acquisition

Advisor engagement and activity levels

Territory asset growth

Product penetration across advisor relationships

CRM data quality and pipeline management

Support of External Wholesaler sales objectives