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Alternative Investment, Product Specialist - VP / SVP

Atlas Search
San Francisco, CA Full Time
POSTED ON 3/10/2025
AVAILABLE BEFORE 6/7/2025

Alternative Investment, Product Specialist - VP / SVP

This role is FULLY REMOTE, but requires a presence in a major West Coast Metropolitan such as LA, San Francisco, Seattle, or Denver.

Base pay range : $130,000.00 / yr - $175,000.00 / yr

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.

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.

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.
  • Seniority level : Mid-Senior level

    Employment type : Full-time

    Job function : Finance, Business Development, and Marketing

    Industries : Financial Services, Capital Markets, and Fundraising

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    Salary : $130,000 - $175,000

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