Alternative Distribution Relationship Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Alternative Distribution Relationship Manager (Fintech): Leading sales coverage in Southern California and Southern Nevada for alternative investment products with an accent on RIA, independent broker dealers, and bank trust clientele. Focus on executing consultative sales processes and increasing adoption of private credit, private equity, real estate, and hedge funds.
Location: Remote (Must be based in the Southern California area)
Salary: $150,000 – $175,000 base + commission bonus and equity
Company
is a fintech platform specializing in the distribution of alternative investments to financial advisors and their clients.
What you will do
- Execute a consultative sales process to increase adoption of alternatives with new and existing users.
- Lead sales coverage and distribution efforts across Southern California and Southern Nevada.
- Provide financial advisor education across registered investment advisors (RIAs), regional/independent broker dealers, and bank trust clientele.
- Build deep proficiency in private credit, private equity, real estate, and hedge fund products.
- Conduct regular in-market meetings with advisors, GP partners, and COIs to monitor market trends.
Requirements
- 8+ years of experience in the alternative investment industry in a client-facing capacity.
- Expertise in RIA, Independent BD, or Bank distribution segments.
- Must be based in the Southern California area.
- Series 7 and 63 licenses are required.
- CAIA certification or willingness to obtain it within three years of hire.
- Demonstrated success in building a region using data and CRM to drive decisions.
Culture & Benefits
- Competitive base salary with equity and commission-based bonuses.
- Employer-matched retirement plan.
- Comprehensive healthcare with 100% employer-paid dental, vision, telemedicine, and mental health counseling.
- Unlimited paid time off (PTO).
- Parental leave.
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