Summary
Seeking an external wholesaler for an alternative investment advisor (southwest territory)!
Company Information:
New York-based registered alternative investment adviser
Job Description:
• Drive sales and distribution efforts for both publicly traded and private hedge funds, educating intermediaries on fund strategies, performance, and market opportunities.
• Identify and cultivate new business opportunities within the intermediary channel.
• Collaborate with internal teams, including portfolio management, marketing, and investor relations, to support sales initiatives.
• Stay informed on market trends, regulatory developments, and competitor offerings in structured credit and alternative investments.
• Track and report sales activity, pipeline development, and investor feedback to senior management
Requirements / Qualifications:
• Minimum 10 years of experience in intermediary sales, capital raising, or investor relations within asset management, preferably in structured credit or alternative investments.
• Strong existing relationships with Wirehouse Advisors, RIAs, family offices, broker-dealers, and private banks.
• Deep understanding of structured credit, fixed income, and alternative investment strategies.
• Proven ability to drive sales and raise capital in a competitive market.
• Excellent communication, presentation, and relationship-building skills.
• FINRA Series 7 and 63
