Alternative Investments Sales Desk Specialist
Core
Assists in coordinating sales efforts for the Alternative Investments platform, acting as a subject matter expert to educate advisors and clients on strategies, products, and portfolio construction.
Role type
Alternative Investments Sales Desk Specialist
Builds
Alternative investment strategies and products for advisors and clients
Domain
Wealth Management / Alternative Investments
Deliverable
product features
Required skills
Alternative investments knowledge, Wealth management industry understanding, Client relationship management, Strategic sales coordination, Subject matter expertise, Networking, Presentation skills, Meeting scheduling
Preferred skills
CFA/CAIA progress, Series 7/66/SIE licenses
Technologies
N/A
Responsibilities
Coordinate third-party wholesalers and regional events; Schedule meetings within territories; Act as a dedicated home-office resource for a territory; Educate advisors on alternative investment solutions and best practices; Maintain trusted partnerships with advisors; Support service-related inquiries
Seniority
Mid-level, hands-on IC