Internal Alternative Investment Specialist (Fintech)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
Internal Alternative Investment Specialist (Fintech): Raising capital for accredited investor-focused offerings in partnership with leading alternative asset managers with an accent on relationship management and territory strategy execution. Focus on delivering high-quality support to independent broker dealers and private banks while optimizing capital-raising efforts through CRM-driven engagement.
Location: Hybrid (Monday-Thursday in office, Friday remote) in Greenwich, CT or New York, NY
Salary: $90,000β$115,000
Company
is a financial technology platform focused on the alternative investment industry.
What you will do
- Execute daily sales calls to strengthen relationships and uncover new capital-raising opportunities.
- Collaborate with field sales specialists to implement territory strategies and drive growth.
- Resolve client inquiries and account issues in coordination with the Investor Relations team.
- Develop deep expertise in alternative investment platforms, product features, and sub-strategies.
- Utilize CRM tools to analyze data and formulate strategic engagement plans.
- Travel to industry events and meet with key clients and prospects.
Requirements
- 2-5+ years of client-facing experience in the financial services industry.
- Strong knowledge of capital markets and alternative investments.
- Series 7 and 63 licenses are required.
- Must obtain CAIA within 2-3 years of hire.
- Excellent communication, organizational, and interpersonal skills.
Culture & Benefits
- Comprehensive compensation package including base salary, equity for all full-time employees, and an annual performance bonus.
- Employer-matched retirement plan and generously subsidized healthcare.
- 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling.
- Unlimited paid time off (PTO) and parental leave.
- Hybrid work model with flexibility to work remotely on Fridays.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β