Responsibilities
- Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders.
- Develop sales proficiency across private credit, private equity, real estate, and hedge funds.
- Help advisors build better portfolios, have better conversations, and build better businesses.
- Regular in-market meetings with advisors, GP partners, and COIs to build trust and better understand market trends and opportunities.
Requirements
- 8+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
- Series 7 and 63 licenses
- CAIA certified or obtain within three years of hire
Benefits
- comprehensive benefits package
- employer matched retirement plan
- generously subsidized healthcare
- 100% employer paid dental
- vision
- telemedicine
- virtual mental health counseling
- parental leave
- unlimited paid time off (PTO)
Additional Information
- Employees in this role will work fully remote based in the Northern California area.
