Internal Wholesaler

About Gray Harbor Capital Gray Harbor Capital is a boutique investment manager specializing in single-tenant federal government-leased real estate. Our flagship offering, the Gray Harbor Government Income REIT, acquires, develops, and manages properties leased to federal agencies. We target long-term NAV growth, tax-efficient monthly distributions, and uncorrelated returns—delivering a compelling niche alternative for diversified investor portfolios.

Position Summary We are seeking a driven Internal Wholesaler to join our collaborative on-site team at our Sarasota, FL headquarters. You will proactively engage independent Registered Investment Advisors (RIAs) through high-volume phone outreach and in-depth product education to raise awareness, qualify interest, and drive adoption of the Gray Harbor Government Income REIT. This role works hand-in-hand with field sales, product, and compliance teams in a fast-paced, entrepreneurial environment.

Key Responsibilities

• Execute high-volume outbound calls to independent RIAs and their teams to introduce the REIT, qualify leads, and secure follow-up meetings or presentations.
• Educate advisors on the REIT’s investment thesis, NAV and income profile, distribution mechanics, tax advantages, and competitive positioning.
• Clearly articulate the private placement structure, accredited investor requirements, and broker-dealer coordination needs; escalate complex compliance/legal questions promptly.
• Prepare and deliver concise, advisor-focused talking points, performance summaries, and differentiation materials.
• Coordinate and support webinars, virtual events, in-office training, and assist field wholesalers when needed.
• Maintain accurate, up-to-date CRM records (Hubspot preferred), produce weekly activity/conversion reports, and track key distribution metrics.
• Collect advisor feedback to continuously improve messaging, collateral, and distribution strategy.
• Ensure all outreach fully complies with private placement rules, suitability standards, and firm/broker-dealer compliance protocols.

Qualifications

• 2+ years of experience in capital raising, marketing, wholesaling, internal distribution, institutional sales support, or product specialist roles in asset management or private real estate (direct REIT experience not required).
• Strong preference for background in private real estate capital raising/marketing (e.g., private placements, alternative funds, or niche real estate products).
• Proven success with phone-based consultative selling and outreach to RIAs, wealth advisors, or institutional channels.
• Ability to quickly master and clearly explain complex product features, tax treatment of distributions, and offering mechanics.
• Outstanding verbal/written communication, presentation, and objection-handling skills.
• CRM proficiency (Hubspot preferred), exceptional organization, and a metrics/results-oriented approach.
• Securities licenses not required at hire—company will sponsor and support obtaining required registrations (e.g., Series 7/63, 6/63, 65/66) during employment.
• Bachelor’s degree in finance, economics, business, marketing, or equivalent experience preferred.
• Must be able and willing to work full-time on-site in Sarasota, FL (no remote/hybrid option).

Compensation & Benefits

• Competitive base salary plus meaningful performance-based bonus and incentives tied directly to distribution success.
• Medical , 401(k) with employer match, and reimbursement for professional development and licensing costs.
• Opportunity to join a tight-knit, high-energy boutique team with direct access to senior leadership in a collaborative on-site setting.

Compliance & Important Notes Gray Harbor Government Income REIT is offered exclusively via private placement to qualified/accredited investors. All activities must adhere to SEC regulations, suitability requirements, and protocols from our firm and broker-dealer partners. Close coordination with legal and compliance is required.

How to Apply Email your resume and a brief cover letter highlighting your relevant experience to info@grayharborcapital.com with the subject line: Internal Wholesaler — Sarasota.

Gray Harbor Capital is an equal opportunity employer committed to diversity, equity, and inclusion.