Alternative Investments Sales Strategy Analyst
Core
Plan, execute, and follow up on educational events for alternative investments targeting financial advisors and clients.
Role type
Sales Strategy Analyst (Event Operations)
Builds
In-person and virtual educational experiences for financial advisors, clients, and prospective clients
Domain
Financial Services / Alternative Investments
Deliverable
product features
Required skills
Project Management, Event Logistics, Compliance Management, Stakeholder Coordination, Data Management, Financial Services Knowledge
Preferred skills
Alternative Investments expertise, Series 7 and 66 licenses
Technologies
N/A
Responsibilities
Manage project timelines and deliverables for multiple concurrent events; Partner with internal specialists and external investment partners to coordinate logistics and content; Facilitate pre-event approval processes for materials and communications; Oversee attendee management, registration, and speaker coordination; Execute post-event reporting, follow-up communications, and expense reconciliation; Identify opportunities to improve operational efficiency and event experience.