10 дней назад
Alternative Investments Internal Consultant - RRB (Alternative Investments)
108 000 - 184 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Alternative Investments Internal Consultant - RRB (Alternative Investments): Developing advisor relationships and sales opportunities for private markets and alternative investment products with an accent on consultative selling, territory growth, and client coverage. Focus on prospecting financial advisors, managing prioritized territories, supporting investment meetings, and maintaining accurate Salesforce data.
Location: Hybrid role based in the Baltimore, New York, or Colorado Springs offices, with up to one day per week from home.
Base salary: $108,000–$184,000 annually, depending on location, experience, and skills. Eligible employees may receive a discretionary bonus.
Company
is a global asset management organization providing equity, fixed income, multi-asset, and alternative investment solutions to individuals, advisors, institutions, and retirement plan sponsors.
What you will do
- Partner with Alternative Investment Specialists and external sales professionals to manage advisor coverage and territory development.
- Build and deepen relationships with financial advisors while prospecting for new business opportunities.
- Promote private markets and alternative investment products and contribute to sales, net new flows, retention, and territory goals.
- Use internal and third-party data to prioritize prospects, develop territory plans, and track sales and service performance.
- Prepare for investment professional and due diligence meetings and complete follow-up communications and calls.
- Attend periodic conferences and client-facing meetings and maintain accurate Salesforce CRM records.
Requirements
- Bachelor’s degree and at least 2 years of sales experience.
- FINRA Series 7 license, plus Series 63, 65, or 66.
- Consultative sales, client service, relationship-building, and communication skills.
- Ability to manage territories, prioritize multiple responsibilities, and work collaboratively.
- Strong attention to detail and data analysis capabilities.
- FINRA licensing requirements are supported for the role.
Nice to have
- Experience selling within intermediary markets.
- Knowledge of capital markets and alternative investments.
- Experience with Excel and Salesforce.
- Proven results using a consultative sales process.
Culture & Benefits
- Collaborative, inclusive work environment with opportunities for professional growth.
- Hybrid work schedule.
- Annual bonus eligibility and retirement plan.
- Health and wellness benefits, including online therapy.
- Paid time off for vacation, illness, medical appointments, and volunteering.
- Family care resources, including fertility and adoption benefits.
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