AVP, Capital Markets (Internal Wholesaler)

Department: Capital Markets / Capital Formation

Reports to: Senior Vice President, Capital Markets

Compensation: Competitive and above market

About Bonaventure:

Bonaventure is a vertically integrated real estate investment firm with over $2.7 billion in assets under management. Focused on long-term, tax-efficient wealth creation through multifamily real estate investments, our firm leverages decades of experience and a proven track record to deliver compelling investment solutions to financial professionals and their clients. Learn more at www.bonaventure.com.

The Role:

The Internal Wholesaler will partner closely with External Wholesalers to drive capital raising efforts across Bonaventure’s suite of investment offerings, including DSTs, perpetual NAV REITs, and other private real estate structures. This role is primarily responsible for outbound sales activity, appointment setting, and relationship management with financial advisors across the RIA and independent broker-dealer channels. The successful candidate will be proactive, organized, metrics-driven, and highly collaborative.

Key Responsibilities:

Execute daily outbound sales efforts, including phone calls, emails, and virtual meetings to generate interest and schedule appointments for External Wholesalers

Educate financial advisors on Bonaventure’s investment offerings and value proposition

Maintain and grow relationships with existing advisor contacts

Develop and manage territory pipelines, track advisor interactions, and maintain CRM

Support the implementation of sales campaigns, webinars, and marketing initiatives

Coordinate with marketing, operations, and compliance to ensure delivery of accurate and timely materials

Monitor industry trends and competitive intelligence

Provide timely feedback to External Wholesalers and leadership to help refine messaging and approach

Attend select conferences and regional events as needed

Who You Are:

Energetic and competitive sales professional with strong communication skills

Comfortable working in a structured, goal-oriented environment

Passionate about alternative investments and real estate

Coachable, collaborative, and eager to grow within a dynamic firm

Analytical and able to connect investment solutions to client goals

Qualifications:

2–5 years of experience in financial sales, preferably in alternatives or real estate

Series 7 and 63 (or 65) required or ability to obtain within 90 days

Experience selling to RIAs and/or independent broker-dealers strongly preferred

Proficiency in CRM systems (e.g., Salesforce), Microsoft Office, and sales enablement tools

Strong verbal and written communication skills

Bachelor’s degree required; finance, economics, or business preferred

Proven ability to manage a high volume of outbound activity and drive results

Join us to build lasting advisor relationships and power the next phase of Bonaventure’s growth.