Alternative Investments Sales Desk Associate
Core
Internal sales desk associate supporting Financial Advisors in selling Alternative Investments (hedge funds, private equity, private credit, etc.) to clients.
Role type
Associate, sales support
Builds
Sales pipeline and client relationships for the Alternative Investments platform
Domain
Wealth Management / Alternative Investments
Deliverable
product features
Required skills
Outbound/inbound sales calling, relationship building, event coordination, cross-functional collaboration, complex information explanation, presentation skills, Excel/Word/PowerPoint, Salesforce/CRM
Preferred skills
Wealth management or financial services experience, knowledge of alternative investments, Salesforce experience
Responsibilities
Make outbound calls to Financial Advisors and field incoming calls, build and maintain relationships with AI users, coordinate third-party wholesalers, organize regional events and roadshows, collaborate with product development and investor relations teams
Seniority
Associate, entry-level IC
