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

Robust 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

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📌 Internal Wholesaler (Ontario)
🏢 Oak Hill Financial
📍 Ontario