Candidates should possess 5 or more years of external sales experience within the alternative investments industry, along with a Bachelor’s degree in business, economics, or finance. They must demonstrate exceptional organizational and interpersonal skills, impeccable written and verbal communication abilities, and a proactive approach to continuous professional development.
Candidates should possess a Bachelor’s degree in finance, economics, business, or a related field, and demonstrate at least 1-3 years of relevant experience for Associate level, 3-5 years for mid-level, and 5+ years for senior level roles. Strong understanding of alternative investments and the broader wealth management landscape is required, along with exceptional interpersonal, verbal, and written communication skills. FINRA Series 7 and 63 licenses are preferred or required within 6 months of…
Candidates should possess a Bachelor’s degree in economics, finance, or a related discipline, along with 4+ years of client service or investor relations experience at a fund or financial services firm, strong client service orientation, and a strong understanding of alternative investments and the wealth management ecosystem. Advanced working knowledge of Microsoft Office and CRM programs is required, and FINRA Registrations Series 7, 63 are preferred or required within 6 months of hire.