Alternative Investments Sales Desk Specialist

About the Role

This role is responsible for assisting in the coordination of all sales efforts for the Alternative Investments platform and strategies regarding clients. The position involves acting as a subject matter expert, educating advisors and clients on solutions, and providing best practices for implementations and portfolio construction.

Responsibilities

• Assists in coordination of third-party wholesalers and regional events with fund managers to educate advisors and clients on strategies and products.
• Proactively schedules meetings and provides strategic and subject matter expertise support to advisors.
• Operates as a subject matter expert on alternative investments, platforms, and strategies.
• Utilizes networking skills to maintain and build trusted partnerships with advisors in the territory.
• Partners with field-based specialists and other support partners across the business as a dedicated home-office-based resource.
• Owns the end-to-end Advisor and client experience, educating on the value proposition of AI, solution types, implementation best practices, and ongoing fund updates.
• Proactively schedules meetings, manages inbound inquiries, and supports service-related requests.
• Broadens the base of AI Users by building new trusted partnerships with Advisors.
• Coordinates third-party wholesalers/resources within the respective territory.

Requirements

• 2-5 years+ experience in financial services.
• Ability to explain complex concepts clearly and simply.
• Effective presentation skills.
• Highly motivated and organized.
• Knowledge of alternative investments.
• Understanding of the wealth management industry.
• Team player with the ability to work independently.
• Professional representation of the firm internally and externally.
• Series 7, Series 66, and SIE licenses preferred at hire; must obtain within 120 days if not already held.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Experience with alternative investments (desired).
• Completion of or progress toward CFA/CAIA (desired).

Skills

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Relationship Building
• Collaboration
• Presentation Skills
• Prospecting
• Referral Management
• Wealth Planning
• Referral Identification

Shift: 1st shift (United States of America)

Hours Per Week: 40

Work Location: Internal employees working from home may be required to work onsite if selected, in accordance with the workplace excellence policy.