Alternative Investment, Product Specialist (Western US,...

VP Product Specialist - Western USWe are seeking a highly skilled and motivated Product Specialist to cover the alternative asset class across the Western US region. As a key member of the team, you will leverage your expertise to foster strong relationships with clients including not limited ***** independent broker dealers (IBD), registered investment advisors (RIA), private banks and wire-houses.Key **Serve as the primary point of contact for clients in the Western US, providing comprehensive product expertise and support.Build and maintain strong relationships with clients, consultants, and prospects, ensuring a deep understanding of their investment goals and objectives.Collaborate with internal teams to deliver tailored solutions, educational content, and strategic insights to clients.Actively promote and present investment products, contributing to new business development efforts.Provide ongoing product updates, market insights, and thought leadership to drive client engagement.**10-15+ years of client-facing experience within the alternative asset class.Backgrounds in Product Specialist, Client Portfolio Manager, External Wholesaler, Capital Formation, or Placement Agent roles will be highly regarded.Must hold Series 7 and Series 63 licenses.CAIA (Chartered Alternative Investment Analyst) designation preferred (or interest in taking).Exceptional communication, presentation, and relationship-building skills.Strong knowledge of alternative investment products and trends in the market.

Created: 2025-03-01