Job Description
External Wholesaler
Role Overview:
CION Investments is seeking a dynamic External Wholesaler to join our growing distribution team and lead our efforts in Southern California (Los Angeles or San Diego preferred) . This role is responsible for driving new sales, deepening existing relationships, and raising capital through broker-dealer and independent advisor channels. As an external wholesaler, you will represent our suite of institutional alternative investment strategies , including our flagship CION Ares Diversified Credit Fund (CADC) and the CION Grosvenor Infrastructure Fund (CGIF) .
Key Responsibilities:
- Develop and execute a territory business plan to grow sales and raise new capital
- Cultivate and manage relationships with broker-dealers and independent advisors
- Conduct in-person meetings, presentations, and events to drive product adoption and sales
- Partner with internal wholesalers to maximize territory coverage and sales effectiveness
- Deliver market insights, product updates, and portfolio positioning to advisors
- Maintain competitive intelligence and stay current on industry trends, market dynamics, and competitor product
- Consistently meet or exceed territory sales and asset-raising goals
Qualifications:
- Bachelor’s degree or equivalent experience required
- Proven track record in external wholesaling , ideally within alternative investments or financial services
- Demonstrated ability to raise $50–100M+ annually
- Established relationships in the broker-dealer and independent advisor channels preferred
- Strong presentation, relationship management, and closing skills
- Excellent time management and organizational skills
- SIE, Series 7 & 63 (or equivalent) required. Previously held series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired
About CION:
CION Investments is a leading manager of alternative investment solutions designed for the modern advisor and their clients. Through partnerships with top-tier institutional managers like Ares Management and GCM Grosvenor, CION delivers private credit and private market access in investor-friendly structures such as interval funds. Our distribution team sits at the center of this mission, helping advisors integrate institutional-caliber strategies into portfolios.
Job Tags
Full time,