Key Figures
26
Year track record
600
Successful searches
0
Customer Complaints
Our Insights
2025 Wholesaler Compensation Report
Access the Report
Key Performance Indicator (KPI) Compensation Model
Access the Report
Accessing the Advisory Market: The Role of the National Accounts Manager
Access the Report
Timeline to Enter the Broker Dealer Market
Access the Report
Access the Report
Key Performance Indicator (KPI) Compensation Model
Access the Report
Accessing the Advisory Market: The Role of the National Accounts Manager
Access the Report
Timeline to Enter the Broker Dealer Market
Access the Report
Specialty Areas
Wholesalers
National Sales Managers
Divisional Sales Managers
Key Account Managers
Investor Relations
Retirement Plan Sales Executives (DCIO)
Internal Sales Executives
Hybrid Wholesalers
Institutional Sales Reps
Business Development Executives
Practice Management
Portfolio Specialists
Placement Agents
Servicing:
Wirehouses
Independent Broker Dealers
Regional Broker Dealers
RIAs
Pensions
Endowments
Single and Multi-Family Offices
Consultants
Private Banks
National Sales Managers
Divisional Sales Managers
Key Account Managers
Investor Relations
Retirement Plan Sales Executives (DCIO)
Internal Sales Executives
Hybrid Wholesalers
Institutional Sales Reps
Business Development Executives
Practice Management
Portfolio Specialists
Placement Agents
Servicing:
Wirehouses
Independent Broker Dealers
Regional Broker Dealers
RIAs
Pensions
Endowments
Single and Multi-Family Offices
Consultants
Private Banks
Perspectives
The OCD Wholesaler
Joe McIntyre achieved over $7 billion in sales across the Pacific Northwest territory, earning recognition as the top RVP among more than 100 wholesalers. He was named the firm's MVP more than seven times. In this interview, Joe discusses the strategies behind his success and shares his insights on the industry.Listen Now
$18 Billion in Alternative Sales
Martel Day ran sales and distribution for Inland Real Estate Group for over 25 years. Throughout his career, he and his team raised over $18 billion in sales. Martel provides his industry insight and talks about all things surrounding distribution, current market conditions, and the future for alternatives.Listen Now
The Growth of the Industry & its Future
Mark Warren not only carried “the bag,” he also helped lead the distribution efforts of one of the industry's most successful firms. Go “Inside the Bag” with Mark Warren, as we discuss the industry's evolution and future, providing insight into compensation, channelization, and much more.Listen Now
Our Clients
Alternative Investment Sponsors
Private Real Estate
Separately Managed Accounts
Private Equity
Real Assets
Structured Products
Opportunistic Credit
Distressed Debt / Private Debt
'40 Act Funds
Mutual Fund Sponsors
ETF Managers
Perpetual Life (Daily) NAV REITs
BDC’s
Non-Traded REIT’s
Venture Capital Funds
Hedge Funds
Structured Notes
CLOs
Fixed Income Managers
Private Debt
Energy
Oil & Gas
Continuation Funds
Infrastructure
Third Party Distributors
Single and Multi-Family Offices
Insurance and Annuity Companies
Registered Investment Advisors
Fintech
DST 1031 Providers
Broker Dealers
Self Storage Providers
Special Purpose Vehicles (SPVs)
Speciality Finance
Private Real Estate
Separately Managed Accounts
Private Equity
Real Assets
Structured Products
Opportunistic Credit
Distressed Debt / Private Debt
'40 Act Funds
Mutual Fund Sponsors
ETF Managers
Perpetual Life (Daily) NAV REITs
BDC’s
Non-Traded REIT’s
Venture Capital Funds
Hedge Funds
Structured Notes
CLOs
Fixed Income Managers
Private Debt
Energy
Oil & Gas
Continuation Funds
Infrastructure
Third Party Distributors
Single and Multi-Family Offices
Insurance and Annuity Companies
Registered Investment Advisors
Fintech
DST 1031 Providers
Broker Dealers
Self Storage Providers
Special Purpose Vehicles (SPVs)
Speciality Finance
Our Results
Updated January 2025
| Firm Profile | Position | Candidate Location |
|---|---|---|
| Equity Manager $150B AUM Fort Lauderdale, FL | Wholesaler | Los Angeles, CA |
| Boutique Fix Income Manager Ponte Vedra Beach, FL | Institutional Sales | Chicago, IL |
| Trillion-dollar Equity Manager Boston, MA | Wholesaler | Minneapolis, MN |
| Oil & Gas Provider Dallas, TX | Hybrid Wholesaler | Dallas, TX |
| Opportunistic Credit Manager, New York, NY | National Accounts Manager | New York, NY |
| Multi-Family Real Estate Manager Alexandria, VA | National Sales Manager | Boston, MA |
| Industrial REIT, Los Angeles, CA | Wholesaler | Los Angeles, CA |
| Middle Market Credit Manager, New York | National Sales Manager | Charleston, SC |
L.C. KIRK & CO
Because securities products are sold and not bought, your sales team plays a central role in garnering assets. For over two decades, we have partnered with large and small asset management firms, growing their advisory and institutional distribution efforts by recruiting top sales talent.Contact L.C. KIRK & CO to conduct your next executive search.
904-834-3352
[email protected]
Location: