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Job Requirements of Regional Sales Analyst, Alternative Investments:
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Employment Type:
Full-Time
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Location:
New York, NY (Onsite)
Do you meet the requirements for this job?
Regional Sales Analyst, Alternative Investments
- 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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Recommended Skills
- Asset Management
- Capital Markets
- Chartered Alternative Investment Analyst
- Coaching And Mentoring
- Communication
- Customer Service
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Job ID: jk9v226
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