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Top Finance Jobs in Charlotte, NC
Reposted 5 Days AgoSaved
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Edtech
The Alternative Investment Specialist will drive sales of alternative investment products, manage relationships, and promote investment offerings to clients.
Top Skills:
CRM
Edtech
The Product Specialist VP will drive sales and client education for alternative investments, leveraging a consultative approach, developing relationships, and supporting sales campaigns through market travel and event execution.
Top Skills:
Microsoft SuiteSalesforceTableau
Reposted 10 Days AgoSaved
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Edtech
Lead and oversee a team focusing on alternative investment sales, fostering client relationships, and developing market strategies across the Midwest region.
Top Skills:
Alternative InvestmentsFinancial Advisor EducationFinancial ServicesHedge FundsPrivate CreditPrivate EquityReal EstateSales Management
Edtech
The role involves leveraging a consultative sales process to acquire and expand client relationships, facilitate sales training, and support sales initiatives in alternative investments.
Top Skills:
Microsoft SuiteSalesforceTableau
Reposted 19 Days AgoSaved
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Edtech
Generate alternative investment product sales, promote iCapital's offerings, travel for client meetings, and manage the sales pipeline.
Top Skills:
CRM
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