Develop and drive sales strategy for Alternatives globally
Partner closely with the Global Head of Alternative Investments (product) and Segment Sales Leadership to incorporate Alternatives into client conversations and portfolios, leading to sales growth
Hire, retain and attract top talent to the team to help grow the business
Prioritize key initiatives by region and segment to ensure appropriate solution focus
Provide a feedback loop for Alternatives Product and Research teams to ensure thoughtful, thematic focus and product offerings meet client needs and ensure that platform experience is continuously improved including product and platform innovation.
Partner with 3rd party investment managers to deliver training and sales support with clients and Advisors/Bankers
Sales Material – work with Alternatives Research and Product teams to develop and enhance internal and external presentations & marketing materials for offerings; ensure regional needs are met with global consistency and sharing of best practices
Education & Training – intimately understand the current Alternatives offerings; partner with Alternatives Research and Product teams to schedule and lead internal training sessions (regional and global)
Roadshow Management – work with Bankers and Investment Counselors to schedule and effect in person and/or digital meetings; ensure effective use of time, conveyance of messaging, and aggregation of feedback
Qualifications:
Location: New York
BS/BA in finance, accounting, mathematics, statistics, or related field required; Master’s Degree preferred
15+ years of relevant work experience
Strong work ethic and positive attitude among fast-changing environment and priorities
Demonstrable Alternative Investments sales experience
Strong organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple projects, priorities, and deadlines
Well-developed interpersonal and communication skills
Strong presentation skills in both small and large settings
Superior written and verbal communication skills
Ability to work effectively in a team-oriented environment
Ability to travel
FINRA Licenses 7,66, 9&10
Consumer SalesFull timeNew York New York United States$250,000.00 - $500,000.00