Coordinate all sales efforts for the MSWM Alternative Investments platform for the Southeast Region -including hedge funds, private equity, private real estate funds, managed futures, exchange funds and other alternative investment strategies within designated sales territory
Extensive travel to branch offices in the Southeast Region to educate financial advisors and clients on the risks and benefits of alternative investments
Build new and maintain existing relationships with AI users in the territory
Coordinate the efforts of third party wholesalers/resources within the respective territory
Host FA and client seminars / meetings
Work across the department with the product development, research, investor relations, and operations teams on demand assessments, marketing materials, etc.
QUALIFICATIONS
Experience:
• 5 - 10 years of alternative investments experience
• BS / BA degree required
• Completion of Series 7 and 63
• Completion of or progress toward CFA/CAIA is a plus but not required
Skills/Abilities:
• Excellent communication and listening skills
• Willingness to engage in extensive travel
• Ability to explain complex information clearly and simply
• Ability to make presentations effectively
• The ideal candidate should be highly motivated and organized
• Prior experience working in wealth management or financial services
• Sales and marketing experience
• Knowledge of alternative investments
• Must be a team player with the ability to work effectively in a team or independently
• Ability to represent the firm professionally with internal and external contacts
• Knowledge of Excel, Word, and PowerPoint programs is a plus
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