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.
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.
1st shift (United States of America)
Hours Per Week: