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The Alternative Investment Specialist will drive sales of alternative investment products, promote adoption, manage relationships, and collaborate on fund launches.

The Product Specialist VP supports the iDirect funds series, focusing on product sales and education for investment advisors. Responsibilities include client relationship management, sales proficiency in alternative investments, coordination of events, and collaboration with the Sales team.

As a Product Specialist, you'll drive sales, educate advisors on iDirect products, and expand client relationships, requiring extensive experience in alternative investments.

Lead a team in alternative investment product sales across the Midwest, focusing on client acquisition and relationship management while developing expertise in various investment offerings.

Generate sales of alternative investment products and educate advisors and clients on iCapital's offerings while managing client relationships and maintaining sales pipeline.

The Associate Sales Leader will manage West Coast client relationships, leveraging a consultative sales approach to promote alternative investment products and educate financial advisors. This role requires extensive travel and collaboration with internal teams while achieving sales goals.

The Regional Senior Vice President will lead a sales team focusing on alternative investments, building client relationships, and enhancing sales strategies in the Southeast market.

The role involves managing financial transformation initiatives, overseeing Coupa and NetSuite systems, and enhancing project management practices.

The role involves client relationship management and sales of alternative investment strategies within the Northeast region, focusing on expanding existing relationships and educating clients.

The role involves leading sales development and client relationships for alternative investments in the Mid Atlantic region, requiring strategic outreach and education.