California Licensed Alternative Investment Executive

Job Summary

A company is looking for an Alternative Investment Sales Specialist Account Executive.

Key Responsibilities

• Develop and implement a business plan to achieve sales and growth goals for alternative investments
• Collaborate with sales and product teams to execute educational and sales initiatives for wealth management advisors
• Maintain client relationships and increase sales revenue through targeted strategies and engagement activities

Required Qualifications

• 3-5+ years of experience in alternatives distribution
• FINRA Series 7 and 63 License
• Bachelor's degree or equivalent work experience
• Preferred: MBA, CFA, or CAIA
• Preferred: FINRA Series 24