What are the responsibilities and job description for the Private Wealth Solutions Expert position at Selby Jennings?
Job Description:
We are seeking a skilled Product Specialist to cover the alternative asset class in the Western US region for Selby Jennings.
As a key member of our team, you will be responsible for fostering strong relationships with clients, including independent broker dealers (IBD), registered investment advisors (RIA), private banks and wire-houses.
Key duties will include building and maintaining strong relationships with clients, consultants, and prospects, ensuring a deep understanding of their investment goals and objectives.
You will also collaborate with internal teams to deliver tailored solutions, educational content, and strategic insights to clients.
Actively promoting and presenting investment products will be an essential part of this role, contributing to new business development efforts.
Requirements:
- 10-15 years of client-facing experience within the alternative asset class.
- CAIA designation preferred (or interest in taking).
- Excellent communication, presentation, and relationship-building skills.
- Strong knowledge of alternative investment products and trends in the market.
