Ohio Licensed Relationship Manager

Job Summary

A company is looking for an Alternative Distribution Relationship Manager, Vice President.

Key Responsibilities

• Execute a consultative sales process to enhance adoption of alternative investments
• Develop sales proficiency across various alternative investment products
• Conduct regular meetings with advisors and partners to build trust and understand market trends

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
• Demonstrated success in building a region and implementing a sales process
• Series 7 and 63 licenses required; CAIA certification or willingness to obtain within three years