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Seeking a Vice President to manage high-level relationships with Enterprise clients and oversee a dedicated team of associates in the alternative investment space. Responsibilities include establishing client relationships, driving successful outcomes, collaborating with internal teams, automating workflows, and developing team members.
Seeking an experienced sales professional to join the Alternative Investments team, covering the Midwest region. Responsibilities include initiating and executing new client relationships, developing expertise on investment products, preparing presentations, coordinating product launch strategies, and assisting in roadshows and conferences.
Seeking a Sales Associate to support sales activities, generate leads, and contribute to the development of SaaS product outreach strategies in the alternative investment and independent wealth management spaces. Responsibilities include scheduling demos, preparing sales materials, conducting market research, engaging with clients, and collaborating with the marketing team. Qualifications include 3+ years of experience in Financial Services or Technology industries, Bachelor's degree in business or finance, and proficiency in Microsoft Office and Salesforce.
