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Alternative Investments Regional Specialist

Merrill

4

(5)

Multiple Locations

Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
    • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.

    • #JR-23021892

    Position summary

    .

    • Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Wealth Management market leadership. The business strategy will also include working closely with other members of the Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate and grow future AI business prospects.

    • Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and Advisor experience.

    • Staying current on trends impacting both the broader financial markets and alternative investment strategies to educate our clients and Advisors on underlying manager performance and the importance of diversification.

    Qualifications/Desired Skills:

    • Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus)

    • Candidate must have 10+ years of financial services product and/or sales experience.

    • Travel throughout coverage area (3-4 days a week)

    • Strong oral and written communication skills

    • Knowledge of alternative investment products

    • Self-motivated individual with a passion for alternative investments

    • Series 7, 63, 65 (or 7 and 66) strongly preferred, or ability to receive all required licenses within 120 days from date of hire.

    This job will be open and accepting applications for a minimum of seven days from the date it was posted.

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    40

    Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
    • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.