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Regional Sales Analyst, Alternative I...

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Regional Sales Analyst, Alternative Investments

Ignites New York, NY (Onsite) Full-Time
  • 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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