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Regional Sales Analyst, Alternative Investments

Fundfire • City of Daşşak, NY, United States • $200k - $250k / year • 2w ago

Understand the nuances of complex alternative investment solutions across both private and registered vehicles, articulating these to potential clients clearly and effectively, both verbally and in writing.
Collaborate with Regional Directors to foster and grow relationships with financial advisors across RIA and Wirehouse channels.
Cultivate and enhance existing relationships, while also identifying and securing new business opportunities.
Initiate proactive outreach to financial advisors, promoting Privacore’s mission, sharing insights, and uncovering opportunities to provide value.
Drive new business by engaging financial advisors, sharing sales and marketing insights, fulfilling information requests, and delivering updates on product offerings and new initiatives.
Support Regional Directors with sales and client service tasks, including coordinating meetings, preparing analytics and presentations, managing distribution of client and prospect materials, and CRM data updates.
Manage daily territory tasks to optimize business operations and prioritize resources efficiently.
Engage in planning and business development using consistent sales processes to drive sales and strengthen advisor relationships.
Partner with Regional Directors to craft and execute strategic territory business plans.
Ensure clear and transparent communication with team members and leadership.
Contribute to projects and initiatives supporting distribution efforts.

What To Expect When You Join Our Firm

Opportunities for personal growth and career advancement through professional development courses, industry licenses, tuition reimbursement, and more
A comprehensive approach to Diversity, Equity, and Inclusion
Maternal/paternal leave benefits and family support services

Must Have Skills

A minimum of 2 years of relevant experience post-undergraduate in Financial Services, with a preference for backgrounds in alternative asset management or private wealth management
A Bachelor's degree in Business, Finance, Economics, or a related field
FINRA Series SIE, 7, 63 licenses required
Deep understanding of capital markets and financial investment strategies, including alternative assets
High level of self-motivation and accountability; capable of working independently
Excellent interpersonal and client service skills for strategic business relationship development
Proficient in Microsoft Office applications

Nice to Have Skills

A passion for capital markets and alternative investments
A proactive, positive attitude with a readiness to acquire new skills, characterized by integrity and ownership of one's work
Exceptional organizational and time management skills, with the ability to prioritize and complete assigned work and anticipate issues and needs
A motivated learner, eager to absorb knowledge in a collaborative, intellectual environment
Independent self-starter who also thrives in team settings
Outstanding communication and interpersonal skills
Thrives at building and nurturing client relationships
Interest in pursuing further qualifications such as an MBA, CFA, or CAIA
Experience with CRM systems, particularly Salesforce, is a plus

Potential for Growth

Access to mentorship
Regular product and industry raining sessions

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