External Wholesaler - CIO Job at Leap Brands, Los Angeles, CA

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  • Leap Brands
  • Los Angeles, CA

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,

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