What are the responsibilities and job description for the Southeast Regional Vice President position at Confidential Alternative Asset Management Firm?
Miami based alternative asset manager is seeking a Miami based sales professional with strong relationships in the RIA space to join our team. The Southeast Regional Vice President will support and grow the business to financial intermediaries.
Essential Job Functions
- Generate interval funds sales in the southeast territory within the RIA Channel.
- Own sales performance and goals for territory.
- Solidify relationships, generate new business with clients and manage sales efforts within the defined geographic territory.
- Work closely with the Head of US Distribution/RIA Channel Head to create and implement a sales strategy.
- Business Plan Creation: segmentation, time management, counterpart collaboration, territory management, etc.
Basic Qualifications
- Bachelor’s Degree
- Current FINRA Registrations (Series 7, 63, 65, and/or 66)
- Enhanced problem-solving abilities, analytical abilities, and familiarity with investment strategies and concepts.
- Excellent oral, written and interpersonal communications skills.
- Informed and conversant across a broad range of topics.
- Energetic, self-motivated, positive attitude, goal-oriented.
- Ability to meet deadlines, strong organizational skills, ability to work independently and collaboratively.
- Technical/Computer skills should include experience with Microsoft Word, PowerPoint and Excel.
Salary Details
W-2. Compensation with be a base salary plus basis points on sales. The sales professional will also have a monthly T&E allowance.
About Us
The firm is building a next-generation asset management company focused on delivering exceptional private investment products for the massive and underserved accredited investor and mass affluent market. We are capitalizing on the significant reallocation from public to private securities driven by the largest-ever generational transfer of wealth to a younger, better-informed, and more risk-tolerant investor base that recognizes the benefits private investments provide for long-term wealth enhancement.