Account Executive

Our client is looking for a sales Account Executive to be responsible for cultivating relationships and introducing our hedge fund products to the Registered Investment Adviser (RIA) community and high net worth clients and prospects. Responsibilities include:

• Educating clients about the products on our platform
• Contacting and qualifying leads
• Following up after Sales VP’s initial RIA sales visits, including:
o Providing advisers with database access
o Answering advisers’ questions about our funds
o Closing sales with individual advisors
• Actively networking with existing leads to identify potential prospects
• Ensuring that all logistical and operational details necessary for sales are handled effectively
• Acting as a liaison between Sales VP and RIA clients
• Demonstrating extensive knowledge of how products on our platform may complement other investment products
• Working jointly with Sales VP to develop RIA marketing plans
• Building custom portfolios of hedge fund products using our proprietary software
• Helping to implement and enhance “white glove” service to clients

The position requires:

• Deep knowledge of investments, preferably alternatives
• Familiarity with the world of RIAs
• Series 7 and 66 licenses

Preferred:

• CAIA certification
• Previous experience wholesaling to RIAs

We pride ourselves on our people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where our employees can excel. Compensation commensurate with experience and background. Attractive payout schedule

Please submit your resume to be considered for this position