Sales Account Executive

We are 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 as well as high-net-worth clients and prospects. Responsibilities include:
• Educating clients about the products on the Altegris platform
• Contacting and qualifying leads
• Following up after Sales VPs’ 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
• Scheduling phone and onsite meetings for the Sales VPs
• Ensuring that all logistical and operational details necessary for sales are handled effectively
• Acting as a liaison between Sales VPs and RIA clients
• Demonstrating extensive knowledge of how products on the Altegris platform may complement other investment products
• Working jointly with Sales VPs 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
• In general, being a key part of our RIA sales team

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.