Alternative Investment Internal Sales Specialist (Associate / AVP)
Alternative Investment Internal Sales Specialist (Associate / AVP)
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85000 - 125000
1 Vacancy
Job Description
About the Role
Join a top-tier fintech platform recognized by Forbes and MMI/Barrons as a leader in powering the alternative investment marketplace. As an Internal Alternative Investment Sales Specialist youll support and grow relationships with wealth advisors bankers and investment counselors - helping them understand and adopt hedge funds private equity private credit and real asset strategies for high-net-worth clients. You will work closely with external sales partners and asset managers to drive capital raising and ensure an outstanding advisor experience.
What youll do:
Act as the main point of contact for advisors bankers and partners regarding alternative investments.
Drive sales of hedge funds private equity private credit and real assets - working closely with external sales teams.
Promote the benefits of alternative strategies and increase adoption across the wealth platform.
Support fund launches coordinate roadshows client events and follow up with prospects.
Collaborate with asset managers to raise capital and expand distribution.
Keep CRM updated with accurate activity advisor profiles and pipeline details.
Travel within your territory to meet clients and attend industry events.
What were looking for:
5 years of experience in alternative investments in a client-facing sales/support role.
Strong product knowledge in hedge funds private equity credit and real assets.
Proven sales track record in a fast-paced environment.
CFA or CAIA preferred (or willingness to complete CAIA within 3 years).
Series 7 & 63 required.
Excellent communication relationship-building and influencing skills.
Benefits:
Competitive base salary annual performance bonus
Equity package for all full-time employees
Employer-matched retirement plan
Highly subsidized healthcare 100% employer-paid dental vision telemedicine & virtual mental health
Paid parental leave
Unlimited paid time off (PTO)
Work-life balance: 4 days in the office Fridays are remote
Fast-paced innovative fintech environment recognized by Forbes and MMI/Barrons
This is a great opportunity for an experienced internal wholesaler or product specialist ready to take ownership and drive growth in the alternative investment space!
Employment Type
Full Time
