Head of Private Wealth Management Alts Specialist Team
Core
Lead a team of Private Wealth Management Alternative Investments Specialists and serve as a specialist for the Northeast region, selling hedge funds, private equity, and real assets to financial advisors.
Role type
Senior leadership sales manager (Alternative Investments)
Builds
Sales pipeline and client relationships for alternative investment products
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Team leadership, sales strategy, alternative investment product knowledge, business development, stakeholder management, regulatory compliance
Preferred skills
CFA, CAIA, MBA, undergraduate degree in Finance/Marketing/Business
Technologies
N/A
Responsibilities
Hire, develop, and coach the PWM Alts Specialist team; supervise Internal Sales Desk members; develop business strategy for the Northeast region; engage with product partners and home office leadership; understand portfolio construction processes; collaborate with operations, marketing, risk, and legal teams.
Seniority
Senior, hands-on IC with team leadership
