Assistant Vice President

Details of the offer

A rapidly expanding fintech company is reshaping how financial advisors, wealth managers, and institutional investors engage with public and private market opportunities for their affluent clients. With a portfolio exceeding 1,500 funds, we are revolutionizing the alternative investments space. Position Overview: An innovative investment solutions firm is seeking a driven Assistant Vice President-level sales professional to join our National Accounts team focused on alternative investments. In this role, you will manage relationships with ~10 key RIA, supporting distribution strategies for alternative investment offerings. We're looking for a candidate with a strong background in investment products and alternative investments, who can support client product placements, marketing efforts, and service requests. This position reports to the Head of Accounts and collaborates closely with regional sales teams. Key Responsibilities Partner with research, product, and platform leaders at key accounts to introduce our curated investment offerings. Build and maintain trusted relationships with clients, working with enterprise-level relationship managers to deliver a seamless client experience. Drive product rollouts in collaboration with General Partners, key clients, and sales teams to maximize sales potential. Qualifications 5+ years of experience placing complex products with RIAs and independent firms Bachelor's degree Working knowledge of the RIA and independent firm ecosystem, including sales, custodial, product, and research aspects; familiarity with alternative investment products and asset classes Series 7 and 63 licenses preferred


Nominal Salary: To be agreed

Source: Talent2_Ppc

Job Function:

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