About the Role
This position leads efforts to grow alternative investment distribution by managing relationships with financial intermediaries, developing market strategies, and supporting channel partners across Ohio, Michigan, Kentucky, and Indiana.
Responsibilities
- Develop and execute regional distribution strategies for alternative investment products
- Identify and engage financial advisors, broker-dealers, and RIAs in target markets
- Conduct in-person and virtual meetings to present investment offerings
- Collaborate with marketing and product teams to tailor messaging for regional audiences
- Monitor market trends and competitor activity in assigned territories
- Maintain accurate records of client interactions and pipeline activity
- Support RFP and due diligence processes for institutional clients
- Coordinate regional events and educational seminars for financial professionals
- Serve as primary point of contact for distribution partners in the region
- Provide feedback to headquarters on client needs and market dynamics
- Work closely with compliance to ensure all communications meet regulatory standards
- Track and report on regional sales performance and activity metrics
- Build relationships with home office teams at key broker-dealers
- Assist in the development of sales tools and product collateral
- Drive adoption of platform solutions through targeted outreach
- Partner with internal teams to resolve client onboarding issues
- Represent the firm at industry conferences and networking events
- Maintain up-to-date knowledge of alternative investment products
- Ensure consistent follow-up with prospects and existing partners
- Support the integration of new distribution partners into the platform
Compensation
Competitive salary and performance-based incentives
Work Arrangement
Hybrid work model with regional travel required
Team
Part of the national distribution team focused on alternative investments
Territory Focus
- Primary markets include Cleveland, Columbus, Cincinnati, Detroit, Indianapolis, and Louisville
- Focus on expanding presence in both urban and suburban financial advisor communities
Performance Expectations
- Expected to generate new distribution partnerships quarterly
- Must maintain active engagement with at least 50 financial intermediary firms annually
Not available for this position
