Summary
We are seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team.
Company Information:
Alternative Distribution Platform.
Job Description:
- Provide support to senior members of the Business Development team whose objective is to build and deepen relationships with clients and prospects
- Develop exceptional product knowledge, alternative asset class knowledge, and industry knowledge
- Act as a point of contact for existing investors and be responsible for leveraging the full resources of the firm to coordinate responses to all investor inquiries
- Coordinate client meetings and conference calls with clients and Asset Managers on the platform
Requirements / Qualifications:
- 2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred
- A Bachelor’s degree; concentrations in Economics, Finance or Business
- High degree of intellectual curiosity
- Proficiency in Microsoft Office applications
- Salesforce experience a plus
- Series 7 & 63 licenses REQUIRED
- Hard working and eager to learn in a highly intellectual, collaborative environment
- Well organized and detail oriented
- Enthusiastic about developing and implementing ideas
- Self-starter, able to work autonomously as well as within a team
- Exceptional analytical and problem-solving skills
- Excellent oral and written communication skills
- Knowledge of finance, investment management industry, and Alternatives is highly desirable
