Alternative Investment Sales Specialist Account Executive

Overview

This role is an Alternative Investment Sales Specialist Account Executive position supporting the Western Region. The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for alternative investments.

You will partner with stakeholders across field sales, investment, product management, and marketing to distribute alternative investment solutions to retail/HNW advisors and key centers of influence within the Western Region. The role focuses on executing educational and sales initiatives that drive adoption of the employer’s alternative investment solutions among wealth management advisors.

Work Arrangement

• Remote (work at home): employee must reside outside of a commutable distance to an office location.
• Relocation assistance: not available for this opportunity.

Responsibilities

• Develop a deep understanding of the employer’s Alternatives platform and represent individual solutions to wealth management firms, advisors, and clients in partnership with the Sales team.
• Provide subject matter expertise on Alternatives and collaborate with Sales team members to organize and execute fund roadshows and other field engagement routines, including prescribed follow-up activities to drive sales results.
• Partner with investment, product, and distribution teams (and other key stakeholders) to promote and distribute a wide range of strategies and structures for retail/HNW advisors.
• Support development and rationalization of alternative investment marketing collateral and branding initiatives (e.g., presentation decks, educational materials, thought leadership/thematic content).
• Stay current on industry trends, the competitive landscape, and investor preferences to support product development and positioning in educational forums, conferences, and other events.
• Develop and maintain a complex sales plan to increase sales revenue and market share within alternative investments.
• Increase penetration in the territory by optimizing and growing relationships in partnership with the existing field wholesale team to drive sales at targeted firms.
• Cultivate, direct, and maintain client relationships within assigned territory firms.
• Increase financial advisors’ awareness and drive adoption of alternative investments products and services within the assigned territory.
• Partner with the wholesale team to develop, direct, and execute a sales plan to create opportunities to introduce the employer’s private funds management and other resources to targeted advisors within the assigned territory.
• Build a comprehensive understanding of existing and targeted firms/advisors, including targeted market segments, how they operate, and/or their value propositions.
• Conduct firm/advisor meetings to achieve sales targets (e.g., due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).
• Identify and communicate any potential conflicts regarding the employer’s alternative investments.
• Adhere to the Culture of Compliance and comply with relevant policies and procedures.

Requirements

• 3-5+ years experience in alternatives distribution that aligns with the specific responsibilities for this position.
• FINRA Series 7 and 63 License.
• Bachelor’s degree or equivalent work experience.
• Strong problem-solving and critical thinking skills, with ability to identify the appropriate resources and tools to drive solutions.
• Effective verbal and written communication skills.
• Ability to adapt quickly in a changing work environment.

Preferred Qualifications

• MBA/CFA/CAIA
• FINRA Series 24

Compensation & Benefits

• Pay range for this position: $190,000 - $480,000.
• Anticipated pay for new hires: between the minimum and midpoint of the range; could vary above and below the listed range as permitted by applicable law.
• Pay is based on non-discriminatory factors including work experience, education, location, licensure requirements, proficiency, and qualifications required for the role.
• Eligibility: role may be eligible for the Annual Incentive Program (discretionary, based on performance of the company, business unit, and individual).
• Other rewards may include long-term incentives, sales incentives, and the employer’s standard benefits package.

Benefits listed include:

• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching, and employee assistance program
• Tuition assistance program

Location

Alternate locations:

• Los Angeles, CA (California)
• Dallas, TX (Texas)
• Houston, TX (Texas)
• San Diego, CA (California)
• San Francisco, CA (California)
• Seattle, WA (Washington)

Application Deadline

Applications for this position will be accepted through December 31, 2026, subject to earlier closure due to applicant volume.