Alternative Investments Internal Sales Specialist

Alternative Investments Internal Sales Specialist

Requirements

• 5-8+ years in financial services industry; direct experience in alternative investments industry preferred
• Prior sales and marketing experience
• The ideal candidate should be highly motivated and organized
• Knowledge of alternative investments
• Understanding of the wealth management industry
• Must be a team player with the ability to work effectively in a team or independently
• Ability to represent the firm professionally with internal and external contacts
• Knowledge of Excel, Word, and PowerPoint programs is a plus
• Knowledge of Salesforce and Tableau is a plus
• BS / BA degree preferred
• Series 7 & 66

Responsibilities

• Act as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value proposition of AI, the different types of solutions available, the best practices with implementation and portfolio construction, as well as ongoing fund updates and reviews.
• Responsible for being proactive in scheduling meetings within respective territories, being resourceful with inbound inquiries and being reliable in helping support service related inquiries.
• Broaden the base of AI Users by maintaining and building new trusted partnerships with Advisors in the territory.
• Partner with field-based Alternative Investments Specialists, working closely as a dedicated home-office based resource in covering territory.
• Coordinate the efforts of third party wholesalers/resources within the respective territory.
• Coordinate regional events and roadshows with fund managers to educate advisors and clients on alternative investment strategies and products.

Preferred Qualifications

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