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The Alternative Investment Specialist will drive sales of alternative investment products, manage relationships, and promote investment offerings to clients.

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.

Lead and oversee a team focusing on alternative investment sales, fostering client relationships, and developing market strategies across the Midwest region.

The role involves leveraging a consultative sales process to acquire and expand client relationships, facilitate sales training, and support sales initiatives in alternative investments.

Generate alternative investment product sales, promote iCapital's offerings, travel for client meetings, and manage the sales pipeline.

The Vice President will drive alternative investment product sales, develop client relationships, and educate advisors, focusing on the Southwest market.

The role involves building relationships with asset and wealth management clients, particularly in Latin America, managing internal projects, and supporting business development strategies.

The Associate will enhance client coverage, leverage sales processes, and educate advisors on alternative investments while maintaining relationships and achieving sales goals.

The role involves leading the Southeast sales team for alternative investments, developing client relationships, and ensuring sales proficiency across products.

Assist in managing liquidity, banking relationships, cash flow forecasts, and ad hoc financial analysis while improving treasury processes and efficiency.