What are the responsibilities and job description for the Regional Sales Analyst, Alternative Investments position at Privacore?
Why Work for Us?
At Privacore Capital, our mission is to partner with best-in-class managers of alternative investments, bringing differentiated, institutional-quality investment opportunities to Private Wealth clients and Financial Advisors. If you share our vision, we would love to hear for you.
Your Opportunity
- Understand the nuances of complex alternative investment solutions across both private and registered vehicles, articulating these to potential clients clearly and effectively, both verbally and in writing.
- Collaborate with Regional Directors to foster and grow relationships with financial advisors across RIA and Wirehouse channels.
- Cultivate and enhance existing relationships, while also identifying and securing new business opportunities.
- Initiate proactive outreach to financial advisors, promoting Privacore’s mission, sharing insights, and uncovering opportunities to provide value.
- Drive new business by engaging financial advisors, sharing sales and marketing insights, fulfilling information requests, and delivering updates on product offerings and new initiatives.
- Support Regional Directors with sales and client service tasks, including coordinating meetings, preparing analytics and presentations, managing distribution of client and prospect materials, and CRM data updates.
- Manage daily territory tasks to optimize business operations and prioritize resources efficiently.
- Engage in planning and business development using consistent sales processes to drive sales and strengthen advisor relationships.
- Partner with Regional Directors to craft and execute strategic territory business plans.
- Ensure clear and transparent communication with team members and leadership.
- Contribute to projects and initiatives supporting distribution efforts.
What To Expect When You Join Our Firm
- Generous holiday policies
- Paid volunteer time for community engagement
- Opportunities for personal growth and career advancement through professional development courses, industry licenses, tuition reimbursement, and more
- A comprehensive approach to Diversity, Equity, and Inclusion
- Maternal/paternal leave benefits and family support services
Must Have Skills
- A minimum of 2 years of relevant experience post-undergraduate in Financial Services, with a preference for backgrounds in alternative asset management or private wealth management
- A Bachelor's degree in Business, Finance, Economics, or a related field
- FINRA Series SIE, 7, 63 licenses required
- Deep understanding of capital markets and financial investment strategies, including alternative assets
- High level of self-motivation and accountability; capable of working independently
- Excellent interpersonal and client service skills for strategic business relationship development
- Proficient in Microsoft Office applications
Nice to Have Skills
- A passion for capital markets and alternative investments
- A proactive, positive attitude with a readiness to acquire new skills, characterized by integrity and ownership of one's work
- Exceptional organizational and time management skills, with the ability to prioritize and complete assigned work and anticipate issues and needs
- A motivated learner, eager to absorb knowledge in a collaborative, intellectual environment
- Independent self-starter who also thrives in team settings
- Outstanding communication and interpersonal skills
- Thrives at building and nurturing client relationships
- Interest in pursuing further qualifications such as an MBA, CFA, or CAIA
- Experience with CRM systems, particularly Salesforce, is a plus
Potential for Growth
- Access to mentorship
- Leadership development programs
- Regular product and industry raining sessions
- Career development services
- Opportunities for continuing education
Compensation Information
The base salary range for this position is $100,000 - $125,000. This range is estimated for this role. Actual pay may be different. This position is also eligible for an annual discretionary bonus.
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Salary : $100,000 - $125,000
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