Senior Client Relationship Manager (Vice President)
New
United StatesFull-TimeSenior
Salary$150,000 to $175,000
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Job Details
- Experience
- 8+ years
- Required Skills
- CRM
Requirements
- 8+ years of experience in the alternative investment industry in a client-facing capacity.
- Expertise in RIA, Independent BD, or Bank distribution segments.
- Demonstrated success building a region and using data/CRM for decision-making.
- Ability to sell and provide post-sale support for hedge funds, private equity, private credit, and real estate.
- Series 7 and 63 licenses required.
- CAIA certification or ability to obtain within three years of hire.
- Self-motivated, client-first, and adaptable team player.
- Desire to build a sales career with an industry leader.
Responsibilities
- Execute a consultative sales process to increase adoption of alternatives with existing and new users.
- Deliver world-class service to existing platform asset holders.
- Develop sales proficiency across private credit, private equity, real estate, and hedge funds.
- Help advisors build better portfolios and businesses through effective conversations.
- Perform regular in-market meetings with advisors, GP partners, and COIs to build trust and analyze market trends.
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