We are looking for a Consultant for Alternative Investments to maintain current client alternative assets, drive sales, and convert prospects to clients.
Yoonify acquires luxury multi-family-properties and offers fractional ownership of the properties on its blockchain powered real-estate marketplace. This investment opportunity is tailored for accredited investors and institutions that want to diversify their investment portfolio to include cash flow producing hard assets. The properties are highly curated stabilized income-producing assets that generate a preferred return for investors.
You’ll work with a team of talented and collaborative individuals who are passionate about creating a best-in-class experience. At Yoonify, we value diversity, free thinking, and a can-do attitude.
Responsibilities for the role:
- Meet daily outbound call goals, e-mail outreach, and advisor follow-ups
- Demonstrate current knowledge of portfolio and industry developments
- Serve as subject matter expert for Yoonify’s investment platform system, products, and solutions while engaging with clients and advisors
- Develop consultative relationships with Financial Advisors within the Wealth Channels industries
- Develop and manage business and territory management plans
- Collaborate with sales team on strategies, the sales process, client management, documenting advisory activities, and effectively profiling advisors
Experience required:
- BA or BS in Finance, Economics, Business, or a related field; MBA preferred
- CFA or CAIA a plus; Series 7, Series 63 Licenses
- A minimum of three years business development experience in the investment management industry with at least one year of Alternatives Investments experience
- Experience marketing into private wealth channels preferred
- Prior experience in real estate, private equity, hedge funds, funds of funds or private credit
- Strong organizational, relationship management, communications, and presentation skills
- Detail-oriented and highly motivated
Ability to work independently and as part of a team.
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