Alternative Investment Internal Sales Specialist, Bi-Lingual – Associate / Assistant Vice President

Job Description

• Serve as the primary point of contact for sales and service inquiries.
• Generate alternative investment product sales in partnership with external sales partner
• Become an expert on the merits of alternative investments and promote adoption of offerings across our client’s wealth platform.
• Travel in coverage territory as requested by external sales partners to meet clients and prospects or attend conferences and events.
• Work with our wealth client’s Alternative Investments team on new fund launches including driving attendance to launch calls and roadshows, client events and corresponding follow-up.
• Work in close partnership with asset management partners to raise capital for offerings.
• Mandatory CRM usage and maintenance of activity, advisor profiles, and pipeline capture.

• 5+ years of experience working within the alternative investment industry in a client facing capacity (e.g. internal wholesaler, product specialist, or national accounts coverage)
• Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
• Able to sell and provide support for a diverse platform of hedge fund, private equity, private credit, and real asset offerings
• Series 7 & 63 licenses are required
• CFA and CAIA charter holders are preferred
• Must obtain CAIA within 3 years of hire
• Fluency in Spanish or Portuguese is required, with Spanish being preferred

• Base salary range of $85,000 to $125,000
• Equity for all full-time employees
• Annual performance bonus
• Comprehensive benefits package
• Employer matched retirement plan
• Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)
• Hybrid work schedule (Monday-Thursday in office, Friday remote)