Private Wealth Sales Professional, Southeast Region
We are partnered with a leading alternative investment firm looking to bring on a Sales Professional to drive the distribution of their macro investment strategies across the private wealth channel to wire houses, RIAs, multifamily offices, and family offices. This role will focus on expanding and maintaining relationships with key financial intermediaries, ensuring they understand and access their unique investment offerings.
Key Responsibilities:
- Develop and manage relationships with private wealth distribution channels, including wire houses, RIAs, multifamily offices, and family offices.
- Educate clients on discretionary and quantitative macro strategies, fund performance, and market perspectives.
- Identify emerging client needs and collaborate on product development opportunities.
- Work closely with senior leadership to refine marketing and distribution strategies.
- Conduct presentations, webinars, and one-on-one meetings to promote investment solutions.
Qualifications:
- Bachelor's degree with 5+ years of experience in investment sales, private wealth, or alternative investments.
- Proven ability to build a pipeline, raise assets, and maintain investor relationships.
- Strong communication skills, capable of explaining complex strategies to institutional and private wealth investors.
- Passion for financial markets, particularly macro strategies.
- Team-oriented with the ability to work independently in a remote environment.
- Ability to travel domestically.
- Series 3 license and NFA swaps proficiency (can be obtained post-hire).
Please apply if interested!
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