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Top Tech Jobs & Startup Jobs in Charlotte, NC
Reposted 6 Days Ago
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Edtech
The role involves generating sales of alternative investment products, driving adoption within wealth management, and maintaining relationships with clients and partners. It requires expertise in alternative investments, exceptional communication skills, and a proven sales track record.
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CaiaCfaCRMSeries 63Series 7
Reposted 6 Days Ago
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Edtech
The role involves generating alternative investment sales, promoting offerings, and collaborating with clients and asset management partners to enhance alternative investments adoption.
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Alternative Investment PlatformsCrm SoftwareFinancial Analysis Software
Reposted 13 Days Ago
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Edtech
Leads Midwest sales team, develops client relationships, manages alternative investment products, and enhances sales expertise.
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Financial Technology
Reposted 21 Days Ago
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Edtech
The Regional Director will drive alternative investment sales, educate advisors, manage client relationships, and ensure effective capital raising.
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CRMFinancial Technology
Edtech
Seeking a Vice President level sales leader for the Southwest market to evolve the client coverage model, acquire new relationships, expand existing client relationships, develop sales proficiency with various investment offerings, and work with internal stakeholders to grow adoption. Requires 10+ years of experience in alternative investments and a Bachelor's degree. Base salary range of $125,000 to $175,000 with additional benefits included.
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Reposted 22 Days Ago
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Edtech
Hiring a Vice President/Senior Vice President for International Client Solutions team focusing on expanding international clients, particularly in Latin America. Responsibilities include managing key relationships, developing new relationships, leading platform demonstrations, and collaborating on strategic initiatives. Requires 10+ years of business development/relationship management experience, extensive international wealth management/alternatives experience, fluency in Spanish, and strategic mindset.
Edtech
Hiring Associate sales leader for West Coast market within the alternative investment industry. Responsible for acquiring new relationships, expanding existing client relationships, and educating advisors on alternative investment products. Requires travel within the region and working with investment professionals.
Reposted 22 Days Ago
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Edtech
iCapital is looking to hire a Regional Senior Vice President or Managing Director level sales leader for the Southeast market. Responsibilities include overseeing a team, evolving client coverage model, acquiring new relationships, and leading the launch process for new managers. Qualifications include 15+ years of experience in alternative investments, ability to work in a fast-paced environment, sales proficiency in various offerings, and required licenses. Base salary range is $175,000 to $225,000 with additional benefits and flexibility in office work.
Edtech
Assist in managing the company's liquidity, banking relationships, and forward-looking statements as a Treasury Consultant. Responsibilities include monitoring cash balances, preparing cash flow forecasts, evaluating investments, and implementing technology solutions for treasury functions. Qualifications include 2-5 years of treasury experience, understanding of GAAP reporting, proficiency in Excel and Power Point, and strong communication skills.
Edtech
Seeking a Vice President level sales leader for the Mid Atlantic market to drive alternative investment product sales, client relationships, and financial advisor education. Responsibilities include evolving client coverage model, acquiring new relationships, developing sales proficiency, and traveling in the market regularly. Requires 10+ years of experience in the alternative investment industry, Bachelor's degree, CFA/CAIA preference, and Series 7 and 63 licenses. Base salary range of $125,000 to $175,000 with additional benefits and equity opportunities.
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CaiaCfaHedge FundsPrivate CreditPrivate EquityReal EstateSalesSeries 63Series 7
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