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Drives sales of alternative investment products to financial advisors within an assigned U.S. territory. Builds advisor relationships through calls, virtual meetings, and email; profiles practices and investment processes; manages leads, sales pipelines, CRM data, and territory strategies. Represents mutual funds, REITs, and interval funds while tracking competitors and coordinating with internal teams. Provides guidance to junior sales team members.

Design, develop, and administer Advent Geneva RSL reports and integrations. Collaborate with users and developers to resolve accounting/data issues, build APIs, implement upgrades/patches, and integrate Geneva with OMS, Security Master, data warehouses and external platforms.

Evaluate equity and credit investment opportunities in digital infrastructure. Lead due diligence, build and stress-test financial models and valuations, draft investment memoranda, present to the Investment Committee, and work with portfolio company management to monitor and track investments.