Alternative Investments Internal Consultant - RRB
Core
Sales and relationship partner supporting external sales professionals in developing territories and managing relationships with Financial Advisors to drive sales of private markets/alternative investment products.
Role type
Senior IC sales consultant (financial services)
Builds
Distribution of private markets/alternative investment products for Wealth Management and Retirement accounts
Domain
Asset Management / Alternative Investments
Deliverable
product features
Required skills
consultative sales process, prospecting, relationship management, territory management, data analysis, CRM usage (Salesforce), FINRA Series 7 license
Preferred skills
intermediary market sales experience, capital markets knowledge, Excel proficiency, presentation skills
Responsibilities
Aid specialists in optimizing client coverage, develop new business with territory, manage territory targets and plans, deliver sales support and follow-up, attend client-facing engagements, update CRM data
Seniority
Mid-level, hands-on IC