Senior Vice President, Alternative Investment, Product Specialist

About the Company

Vibrant financial technology (FinTech) organization

Industry
Financial Services

Type
Privately Held, VC-backed

Founded
2013

Employees
1001-5000

Funding
$200+ million

Categories

• Asset Management
• Banking
• Financial Services
• FinTech
• Consulting & Professional Services
• Information Technology & Services
• Technology
• Finance
• Marketplaces
• Internet
• Investment Banking
• Securities
• Brokerage
• Investing

Specialties

• hnw fundraising platform
• alternative investments
• private equity and hedge funds
• private investor network
• private access vehicles
• custom fund solutions
• and private credit

Business Classifications

• B2B
• Marketplace

About the Role

The Company is seeking an Alternative Investment Specialist to join its US Alternative Investment Distribution team. The successful candidate will be responsible for executing a comprehensive capital-raising plan for a new series of accredited investor-focused offerings. This role involves working closely with the company’s Alternatives Distribution team, the asset manager, and independently to raise capital from target clients, including independent broker-dealers, registered investment advisors, private banks, and wire-houses. The Specialist will also be tasked with educating advisors on related asset classes and new offerings, guiding marketing and research teams in creating supporting materials, and becoming proficient in the product and sub-strategies to fulfill the role of a wholesaler and product specialist.
Applicants must have 10-15 years’ of experience in a client-facing role within the alternative investment industry, with a strong preference for those with a background in investor relations, private equity capital raising, external wholesaling, or client portfolio management. The role requires exceptional communication, organizational, and interpersonal skills, as well as a self-starting attitude and a commitment to professional development. A Series 7 and 63 licenses are mandatory, and the candidate should be willing to work on a commissioned-based sales plan after a ramp-up period. The position also demands a high level of proficiency in the product and sub-strategies, with the expectation of obtaining a CAIA within 2-3 years of hire.

Hiring Manager Title
Managing Director | Private Wealth Solutions

Travel Percent
Less than 10%

Functions

• Finance
• Operations