External Wholesaler SVP

Summary

The Northeast team is responsible for covering (ME, VT, NH, MA, CT, RI, NY, PA, WV). This Individual will be part of firms Alternatives Distribution team and will report into the Northeast Regional Alternative Investment sales leader. The role will call for geographic focus on the western portion of the territory with preference towards candidates located in Philadelphia, Pittsburgh, Buffalo, or Rochester. The Alternatives Distribution team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional, and independent broker dealers and bank trust clientele.

Responsibilities

• Evolve the client coverage model in partnership with the regional team (e.g., company segmentation, geographic coverage, exiting investor base).
• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management.
• Develop sales proficiency with the 60+ offering menu of private credit, private equity, real estate, and hedge funds.
• Work with internal stakeholders and general partners to educate advisors and grow overall adoption.
• Travel in the market regularly to meet with advisors, clients, and centers of influence in support of sales goals.
  
  

Qualifications

• 10+ years of experience working within the alternative investment industry in a client facing capacity (e.g., external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• Bachelor’s degree; Progress towards or completion of the CFA/CAIA designation or an MBA is preferred
• Experience working with registered investment advisors or independent broker dealers in a sales or product specialist capacity
• Demonstrated success with selling and supporting a diverse platform of alternative investment strategies across hedge funds, private equity, private credit, and real estate
• Comfortable taking initiative working in a heavily formulaic compensation model
• Series 7 and 63 licenses are required or must obtain within 60 days of hire
• Willingness to obtain CAIA within 2-3 years of hire