Alternative Distribution Vice President

Overview

• Lead consultative sales processes to enhance adoption of alternative investments and deliver exceptional service to platform asset holders.
• Develop expertise across private credit, private equity, real estate, and hedge funds to support advisors in portfolio building.
• Engage in regular market meetings with advisors, GP partners, and COIs to foster trust and identify opportunities.
• Contribute to the growth of the alternative investment industry through innovative strategies and client-focused solutions.
• Collaborate with teams to implement data-driven decisions and enhance CRM utilization for sales processes.
• Provide post-sale support for a diverse platform of hedge funds, private equity, private credit, and real estate offerings.
• Maintain compliance with industry standards and certifications, including Series 7 and 63 licenses.
• Work in a hybrid environment, combining remote and on-site engagements.

Key Responsibilities & Duties

• Execute strategic sales initiatives to increase adoption of alternative investments among existing and new users.
• Deliver world-class service to platform asset holders, ensuring satisfaction and retention.
• Develop and maintain proficiency in alternative investments, including private credit, private equity, real estate, and hedge funds.
• Conduct in-market meetings with advisors, GP partners, and COIs to strengthen relationships and identify market trends.
• Utilize CRM systems and data analytics to inform sales strategies and decisions.
• Support advisors in building better portfolios and enhancing their business practices.
• Ensure compliance with licensing requirements and pursue CAIA certification within three years of hire.
• Collaborate with internal teams to align sales strategies with organizational goals.

Job Requirements

• Bachelor of Arts (BA) degree with 8+ years of experience in alternative investments.
• Expertise in RIA, Independent BD, or Bank distribution segments.
• Proven success in building regions and implementing effective sales processes.
• Series 7 and 63 licenses are mandatory; CAIA certification preferred.
• Strong client-facing skills and adaptability in dynamic environments.
• Ability to provide post-sale support for diverse investment platforms.
• Self-motivated team player with a client-first approach.
• Hybrid work arrangement combining remote and on-site engagements.