Texas and Oklahoma VP of Alternative Investments

Job Summary

A company is looking for an Alternative Distribution Relationship Manager, Northern Texas and Oklahoma - 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, and a team player with a focus on client service
• Expertise in RIA, Independent BD, or Bank distribution segments
• Proven track record of 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