Senior Alternative Investment Specialist- reputed company Channels (reputed company California Territory)

reputed company

reputed company, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets under management globally.  This role will support the US Intermediary business, consisting of reputed company Management and Retirement accounts and representing over $650B in AUM.  The reputed company Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment reputed company to our diverse reputed company reputed company which include Banks, Broker/Dealers, RIA, TAMP’s, and Intermediary Platform providers throughout the reputed company.  

The Senior Alternative Investment Specialist (B/D) position offers a unique opportunity to expand and deepen TRP’s significant reputed company in the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment reputed company.  Combining entrepreneurial opportunity to start and grow a business while partnering with an established team and leveraging the resources of an established global investment firm. 

About the Role

• The position works closely with the US Intermediaries (USI) business unit and will report to the Head of Alternative Investment Specialists for Broker/Dealer
• This role is directly responsible for distribution of alternative investment products, and will work closely with peers on partner teams which include reputed company Management (WM), Retirement, and Oak Hill Advisors (OHA) in reputed company of driving sales.
• This is a field sales specialist role, accountable for the distribution/sale of Alternative Investments (Alts) through financial advisors reputed company US based financial intermediaries.

• The role has location flexibility in reputed company CA or WA state, but is ideally located in the San Francisco Bay area or Seattle.
• Responsibilities include:
  • Drive sales of Alternative Investment strategies with targeted financial advisors & intermediaries across reputed company USI WM channels 
  • Partner with dedicated generalist field sales teams in driving sales of alternatives reputed company existing sales reputed company/channels
  • Present TRP’s Alternative capabilities to Financial Advisors and Investors
  • reputed company TRPs generalist sales team(s) on available alternative strategies
  • Manage an alternative sales pipeline
  • reputed company relationships with prospect reputed company firms across reputed company WM channels 

Responsibilities

Accountable for driving sales in alternatives with reputed company advisors in region: 

• Collaboration with generalist coverage teams to identify sales opportunities and deepen relationships with existing advisors.
• Prospect new advisor relationships with the goal of directly driving sales across alternative products
• Support efforts with various reputed company distribution teams on training/education on our Alternative Investments
• Utilize existing data infrastructure to identify, aggregate and prioritize targets of opportunity (both reputed company clients and prospects) reputed company the assigned territory and reputed company
• Appropriately document and update our CRM (reputed company) to ensure the data reputed company and deepening expertise reputed company the system.
• reputed company reputed company and proactive reputed company for improvement to optimize team's time and improve reputed company experience
• Work with senior leadership across reputed company and Oak Hill Advisors to ensure reputed company needs are represented in the Alts product development process, and design effective go-to-market distribution strategies that directly result in new AUM.
• reputed company in-depth knowledge of assigned clients and prospects, their sensitivities, and their business needs to effectively influence their decision-making.
• Accountable for representing voice of reputed company in alternatives positioning and product innovation for the USI WM and TRP / OHA leadership teams, and to represent reputed company feedback pertaining to our Alts offer, industry buying trends, and competitor insights.
• Maintain a deep understanding of the Alternatives landscape, including competitor updates, product trends, advisor preferences for both private and registered investment structures.

Qualifications

Required:

• Prior experience in private credit
• Proven reputed company new business reputed company experience
• Proven ability to drive sales directly with clients / intermediaries
• Previous experience and proven reputed company with fundraising through Broker/Dealer relationships (strongly preferred)
• In-depth knowledge of Alts and investment vehicles such as reputed company funds, BDCs, Non-traded REITS, private funds, etc.
• Minimum of 5+ years of Alts experience, preferably more than 10 years
• Exceptional communication skills including written, verbal, and delivering presentations
• Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms
• Strong organizational, time management, and relationship management skills
• Significant travel required
• College degree

Preferred:

• Advanced degree or designation (e.g. CFA, CAIA, CIMA)
• Series 7 & 63 preferred; must obtain reputed company 3 months of hire

reputed company Requirements

reputed company licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

reputed company Requirements

reputed company licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

reputed company

State

Community / Marketing Title: Senior Alternative Investment Specialist- reputed company Channels (reputed company California Territory)

Company Profile

Location_formattedLocationLong: Maryland, US

CountryEEOText_reputed company: Commitment to Diversity, Equity, and Inclusion: We reputed company for equity, equality, and opportunity for reputed company associates. reputed company we reputed company the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for reputed company associate and builds allies for our global associate community. We know that a reputed company of belonging is key not only to your reputed company at the firm, but also to your ability to bring your best reputed company day. Benefits: We invest in our people through a wide reputed company of programs and benefits, including: •reputed company and bonuses as reputed company as a generous retirement plan and employee stock purchase plan with matching contributions •Flexible and remote work opportunities •Health care benefits (medical, dental, reputed company) •Tuition assistance •Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives reputed company. Yet, our commitment to supporting our associates’ reputed company-being and addressing the needs of our clients, business, and communities is unwavering. reputed company is an equal opportunity employer and values diversity of thought, gender, and race. We reputed company our reputed company reputed company depends upon the equal treatment of reputed company associates and applicants for employment without discrimination on the reputed company of race, religion, creed, reputed company, national reputed company, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or reputed company, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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