Alternative Distribution Vice President

Overview

• Drive strategic initiatives to expand adoption of alternative investments across diverse financial platforms and advisory networks.
• Leverage expertise in private equity, private credit, real estate, and hedge funds to deliver tailored solutions to advisors.
• Collaborate with cross-functional teams to align sales strategies with organizational goals and market trends.
• Engage with advisors, GP partners, and COIs to build trust and identify growth opportunities.
• Utilize advanced CRM tools and data analytics to optimize sales processes and decision-making.
• Provide post-sale support for a diverse portfolio of alternative investment offerings.
• Maintain compliance with industry regulations and pursue relevant certifications to enhance professional development.
• Work in a hybrid environment, balancing remote and on-site engagements effectively.

Key Responsibilities & Duties

• Execute consultative sales strategies to promote alternative investments and achieve organizational growth objectives.
• Develop and maintain expertise in alternative asset classes to support advisors in portfolio construction.
• Conduct regular market meetings to foster relationships and identify emerging opportunities.
• Collaborate with internal teams to enhance CRM utilization and data-driven decision-making.
• Support advisors in improving business practices and achieving client satisfaction.
• Ensure adherence to licensing requirements and pursue CAIA certification within three years.
• Contribute to the evolution of the alternative investment industry through innovative strategies.
• Provide exceptional post-sale support to ensure client retention and satisfaction.

Job Requirements

• Bachelor’s degree with 8+ years of experience in alternative investments or related fields.
• Proven expertise in RIA, Independent BD, or Bank distribution segments.
• Mandatory Series 7 and 63 licenses; CAIA certification preferred.
• Demonstrated success in developing regions and implementing effective sales strategies.
• Strong interpersonal skills with a client-first approach and adaptability in dynamic environments.
• Proficiency in CRM systems and data analytics to inform strategic decisions.
• Ability to provide comprehensive post-sale support for diverse investment platforms.
• Hybrid work arrangement combining remote and on-site engagements effectively.