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Responsible for leading sales coverage in Ohio, Michigan, Kentucky, and Indiana, focusing on alternative investment product sales and advisor education.

Manage sales operations in Northern California and Northern Nevada, focusing on alternative investments, client education, and relationship building with financial advisors and partners.

The Assistant Vice President will manage wholesaling investment products, develop client relationships, analyze sales trends, and onboard new clients. Regular travel is required to meet clients and support business growth.

The role involves leading alternative investment product sales in the Northern Texas and Oklahoma regions, focusing on advisor education and relationship management while executing consultative sales processes.

Responsible for leading sales coverage in the Pacific Northwest, focusing on alternative investment product sales and financial advisor education. Develop sales proficiency across multiple asset classes and enhance advisor relationships through consultative sales processes.

Lead sales coverage in Southern California and Southern Nevada, focusing on alternative investment products and educating financial advisors. Develop sales strategies and conduct regular market meetings to build relationships and understanding of market trends.

The Midwest Regional Director will lead a sales team, drive market coverage, enhance client engagement, and optimize sales strategies in the alternative investment sector.

The role involves acquiring and expanding client relationships for alternative investments on the West Coast. Responsibilities include client model evolution, sales proficiency development, stakeholder collaboration, and frequent travel for meetings with advisors and clients.

Assist with managing liquidity, banking relationships, forecasting cash flows, analyzing variances, and implementing treasury technology solutions. Collaborate with departments to improve processes and provide financial insights.

The role involves managing key international client relationships in the asset and wealth management sectors, primarily focused on Latin America, while collaborating with internal teams on strategic initiatives and business development.