California Licensed Relationship Manager

Job Summary

A company is looking for an Alternative Distribution Relationship Manager, Southern California and Southern Nevada - Vice President.

Key Responsibilities

• Execute a consultative sales process to enhance adoption of alternative investments and provide exceptional service to existing clients
• Develop expertise in private credit, private equity, real estate, and hedge funds
• Conduct regular meetings with advisors and partners to build relationships and understand market trends

Required Qualifications

• 8+ years of experience in the alternative investment industry in a client-facing role
• Self-motivated, adaptable team player with a focus on client service
• Expertise in RIA, Independent BD, or Bank distribution segments
• Proven success in building a region and implementing a structured sales process
• Series 7 and 63 licenses required; CAIA certification preferred or to be obtained within three years of hire