Vice President & Regional Director, Alternative Investment Sales

About the Company

Vibrant financial technology (FinTech) organization

Industry
Financial Services

Type
Privately Held, VC-backed

Founded
2013

Employees
1001-5000

Categories

• Asset Management
• Banking
• Financial Services
• FinTech
• Consulting & Professional Services
• Information Technology & Services
• Technology
• Finance
• Marketplaces
• Internet

Specialties

• HNW Fundraising Platform
• Alternative Investments
• Private Equity and Hedge Funds
• Private Investor Network
• Private Access Vehicles
• Custom Fund Solutions
• and Private Credit

Business Classifications

• B2B
• Marketplace

About the Role

The Company is seeking a Vice President for its Northeast market, who will be a key member of the Alternatives Distribution team. The role involves evolving the client coverage model, using a consultative sales process to acquire and expand client relationships, and developing sales proficiency across a diverse offering menu of alternative investment strategies. The successful candidate will be responsible for geographic focus on the western portion of the territory and is expected to travel regularly to meet with advisors and clients. The individual will work closely with internal stakeholders and general partners to educate advisors and drive adoption. The ideal candidate will be proactive, with a strong initiative, and able to work effectively within a client-facing capacity. This position requires at least 10 years' of experience in the alternative investment industry, a Bachelor's degree, and a strong preference for candidates with progress towards or completion of the CFA/CAIA designation or an MBA. Experience with registered investment advisors or independent broker dealers is essential, as is a proven track record in selling and supporting alternative investment strategies.Applicants for the Vice President role should be comfortable working in a heavily formulaic compensation model and must have or be willing to obtain the Series 7 and 63 licenses within 60 days of hire, with a willingness to pursue the CAIA designation within 2-3 years'. The role is demanding and requires a high level of commitment to the client coverage model and sales goals. The Company is an equal employment opportunity and affirmative action employer, committed to a diverse and inclusive workplace.

Hiring Manager Title
Northeast Regional Alternative Investment Sales Leader

Travel Percent
Less than 10%

Functions

• Sales/Revenue
• Account Management/Optimization