Alternative Distribution Relationship Manager – Vice President

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Implement a consultative sales approach to enhance the adoption of alternative investments among both existing and potential users while providing exemplary service to current platform asset holders.

• Cultivate sales expertise in private credit, private equity, real estate, and hedge funds.

• Assist advisors in constructing superior portfolios, engaging in more productive discussions, and developing their businesses.

• Conduct regular meetings in the field with advisors, GP partners, and Centers of Influence (COIs) to establish trust and gain insights into market trends and opportunities.

⛳️ Requirements

• Over 8 years of experience in the alternative investment sector in a client-facing role (e.g., external wholesaler, capital raising specialist, client portfolio manager, product specialist).

• Driven, client-oriented, flexible team player, with a strong desire to advance a sales career with a leading firm in the industry.

• Proficient in RIA, Independent Broker-Dealer, or Bank distribution channels.

• Proven track record of building a territory, utilizing data and CRM systems to guide decision-making, and executing a clearly defined sales strategy.

• Capable of selling and providing post-sale support for a premier platform of hedge funds, private equity, private credit, and real estate products.

• Possession of Series 7 and 63 licenses is mandatory.

• CAIA certification is required or must be obtained within three years of hire.

🏝️ Benefits

• A comprehensive benefits package that includes an employer-matched retirement plan.

• Generously subsidized healthcare with 100% employer coverage for dental, vision, telemedicine, and virtual mental health counseling.

• Parental leave.

• Unlimited paid time off (PTO).