What are the responsibilities and job description for the Alternative Investment, Product Specialist - VP/SVP position at Atlas Search?
About the Role
My client is looking to hire an Alternative Investment Specialist to support a new series of accredited investor focused offerings created in partnership with some of the world’s leading alternative assets managers. This individual would be part of a small team tasked with raising capital for these offerings. The target clients for such capital-raising efforts are independent broker dealers, registered investment advisors, private banks and wire-houses. This role will report to the Head of Registered Fund Solutions Sales.
The role is FULLY REMOTE, but requires a presence in a major West Coast Metropolitan such as LA, San Francisco, Seattle, or Denver
Responsibilities
Execute a comprehensive capital raising plan for covered geography, channels, firms, and advisors.
Work with asset manager partners to educate advisors on related asset classes and new offering(s) through centralized and local tactics.
Guide Marketing and Research teams to create collateral, support calls and webinars and product focused campaigns.
Become proficient in all aspects of the product(s) and sub strategies to fill the role of wholesaler and product specialists as required.
Travel regularly in the market to attend industry conferences and meet with key clients and prospects.
Company Requirements :
Qualifications
10-15 years of experience working within the alternative investment industry in a client facing capacity (e.g., Investor relations at placement agent, private equity capital raising, external wholesaler, client portfolio manager, product specialist)
Willing to work on a commissioned-based sales plan after a ramp-up period
Exceptional communication, organizational and interpersonal skills
Self-starter who takes initiative and learns quickly in a fast-paced environment
Strong commitment to continuous professional development and improvement of the team
Series 7 and 63 licenses are required
Obtain CAIA within 2-3 years of hire
In Addition to base compensation, there will be quarterly commissions (including a guaranteed commission in the first few years) along with equity in the firm, and carry on the fund down the line.
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