Vice President, Alternative Investment Specialist

Vice President, Alternative Investment Specialist About the Company Successful asset management & financial services firm IndustryFinancial Services TypePublic Company Founded1988 Employees10,001+ Categories Asset ManagementBankingConsultingCrowdfundingFinanceFinancial ServicesFinTechInternetRisk ManagementInvestment ManagementConsulting & Professional ServicesManhattanNew York CityInvestingSavings & InvestingAlternative Investments and AssetsRisk AnalysisFinancial AdvisersInsurance FundsWorker's CompensationFunds Business Classifications B2BEnterpriseSAAS About the Role The Company is seeking an Alternative Investment Specialist to join their US Wealth Advisory business. The successful candidate will be responsible for developing and managing client relationships, educating financial advisors on the benefits of alternative investments, and positioning the company's suite of alternative investment products. This role requires a deep understanding of alternative investment strategies, the ability to deliver fiduciary and investment insights, and a strong background in financial services with knowledge of investment trends and advisor practices. The Specialist will also be tasked with discrete client coverage, autonomous territory management, and supporting the field-based sales team with complex alternative investment cases. Applicants for the Alternative Investment Specialist position at the company should have a Bachelor's degree, with a preference for those holding or working towards a CIMA or CAIA certification. Strong communication, territory management, and sales skills are essential, as is the ability to embrace a data-driven approach and technology to enhance the client experience. The role demands a candidate with a clean U-4, NASD Series 7 and 66 (or 63 & 65), and a background that demonstrates strong prioritization and resource allocation skills. The position involves occasional travel and requires a proactive, collaborative approach to partnering with internal colleagues to deliver the company's resources and solutions to clients. Hiring Manager TitleDirector at BlackRock, Infrastructure Debt Product Specialist and Investor Relations Travel PercentLess than 10% Functions Finance

Created: 2025-01-30