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Top Tech Jobs & Startup Jobs in Charlotte, NC
5 Days AgoSaved
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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
5 Days AgoSaved
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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
12 Days AgoSaved
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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
20 Days AgoSaved
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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
Reposted 21 Days AgoSaved
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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.
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PortugueseSpanish
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.
Top Skills:
Alternative InvestmentsClient CoverageConsultative SalesFinancial Advisor EducationHedge FundsPrivate CreditPrivate EquityReal EstateRelationship ManagementSales
Edtech
iCapital is seeking a Vice President for the Northeast market to drive sales of alternative investment products. Responsibilities include client coverage strategy, sales acquisition, and advisor education. Qualifications include 10+ years in the alternative investment industry, Bachelor's degree, CFA/CAIA progress, and experience with registered investment advisors. Base salary range is $125,000 to $175,000 with additional benefits like equity, performance bonus, and comprehensive healthcare package.
Top Skills:
CaiaCfaSeries 63Series 7
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.
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63 LicensesAlternative Investment IndustryCaiaCfaConsultative Sales ProcessMbaSales ProficiencySeries 7
Reposted 21 Days AgoSaved
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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.
Top Skills:
CaiaCfaHedge FundsPrivate CreditPrivate EquityReal EstateSalesSeries 63Series 7
Edtech
Join iCapital as a Techno-Functional Program Manager Contractor to support financial transformation initiatives through system administration, change management, and project management focusing on Coupa and NetSuite.
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CoupaJavaScriptNetSuiteSuitescript
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