As a senior member of the Opportunistic Investing team within the Investment Solutions Group, the individual will work closely with product development, manager selection, and operations to continue the mission in curating a world-class alternative investments platform. The individual will oversee the alternative investments distribution function and manage a small team, where the primary responsibility is to partner alongside Advisors to provide expertise and guidance for the alternative investment offerings available on the platform.
Responsibilities
• Build new, trusted partnerships with Advisors as an Alternative Investment Specialist, providing guidance across hedge funds, private equity, private credit, private real assets, exchange funds and direct investment opportunities available
• Develop expertise on all investment solutions across the Opportunistic Investing platform
• Coordinate Private Advisor coverage and client engagement, hosting monthly workshops, educational seminars, and client meetings
• Lead proactive outreach to new users, ensuring a thorough understanding of the product suite and best practices for implementation
• Assist in answering inbound requests regarding product clarifications, fund updates, performance inquiries, as well as other matters to maximize advisor and client experience
• Coordinate efforts of third-party partners on regional travel for roadshows
• Create product summaries, talking points and presentation materials
Qualifications
Undergraduate degree and possibly an MBA, CFA, CAIA or other graduate degree
• At least 7 – 10 years of experience in the Financial Services industry
• At least 5 – 7 years of Alternative Investments experience, preferably within a private wealth management firm
• Strong Knowledge of intermediaries and third-party distribution platforms
• Series 7 and 66 licenses required,
• Familiarity with Data Analytics, Reporting and Automation Initiatives, ability to make presentations effectively
• Expertise in Microsoft Excel, Word, and PowerPoint
Willingness to engage in some travel, Base salary: $165k – $185K
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.