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 IC
Builds
Alternative Investment sales pipeline and client relationships
Domain
Wealth Management / Alternative Investments
Deliverable
client delivery
Required skills
outbound sales calling, relationship building, event coordination, cross-functional collaboration, complex information explanation, presentation skills, Excel/Word/PowerPoint
Preferred skills
Salesforce/CRM experience
Responsibilities
Make outbound calls to Financial Advisors, field incoming sales desk calls, build/maintain relationships with AI users, coordinate third-party wholesalers, organize regional events and roadshows, collaborate with product/research/IR/operations teams
Seniority
Associate, entry-level IC