California Licensed Alternative Investment Executive

A company is looking for an Alternative Investment Sales Specialist Account Executive. Key Responsibilities Develop and implement a business plan to achieve sales and growth goals for alternative investments Collaborate with sales and product teams to execute educational and sales initiatives for wealth management advisors Maintain client relationships and increase sales revenue through targeted strategies and engagement activities Required Qualifications 3-5+ years of experience in alternatives distribution FINRA Series 7 and 63 License Bachelor's degree or equivalent work experience Preferred: MBA, CFA, or CAIA Preferred: FINRA Series 24

May 13, 2025 - 23:46

A company is looking for an Alternative Investment Sales Specialist Account Executive. Key Responsibilities Develop and implement a business plan to achieve sales and growth goals for alternative investments Collaborate with sales and product teams to execute educational and sales initiatives for wealth management advisors Maintain client relationships and increase sales revenue through targeted strategies and engagement activities Required Qualifications 3-5+ years of experience in alternatives distribution FINRA Series 7 and 63 License Bachelor's degree or equivalent work experience Preferred: MBA, CFA, or CAIA Preferred: FINRA Series 24