Senior Alternative Investment Specialist – RIA Channels

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 5,001-10,000H1B No SponsorCompany Site LinkedIn

Location

California + 1 more

Posted

144 days ago

Salary

$179K - $324K / year

Bachelor Degree5 yrs expEnglish

Job Description

• Drive sales of Alternative Investment strategies with targeted clients • Partner with dedicated generalist field sales teams in driving sales of alternatives within existing sales regions/channels • Present TRP’s Alternative capabilities to Financial Advisors, RIAs and/or Investors • Educate TRPs generalist sales team(s) on available alternative strategies • Manage an alternative sales pipeline • Develop relationships with prospect firms

Job Requirements

Prior experience in private credit
Proven direct new business generation experience
Proven ability to drive sales directly with clients / intermediaries
In-depth knowledge of Alts and investment vehicles such as interval funds, BDCs, Non-traded REITS, private funds, etc.
Minimum of 5+ years of Alts experience
College degree required
Exceptional communication skills including written, verbal, and delivering presentations
Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms
Strong organizational, time management, and relationship management skills
Significant travel required

Benefits

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits