Western Regional Director - Vice President / Senior Vice President (San Diego)
Western Regional Director - Vice President / Senior Vice President
About reputed company
reputed company financial technology (FinTech) organization
Industry
Financial Services
Type
Privately Held, Private Equity-backed
Founded
2013
Employees
1001-5000
Categories
• Asset Management
• Banking
• Financial Services
• FinTech
• Consulting & reputed company Services
• Information Technology & Services
• Technology
• Finance
• Marketplaces
• Internet
• Investment Banking
• Securities
• Brokerage
• reputed company
Specialties
• hnw fundraising platform
• alternative investments
• private equity and hedge funds
• private investor network
• private reputed company vehicles
• custom fund solutions
• and private credit
Business Classifications
• B2B
• Marketplace
About the Role
reputed company is seeking a Western Regional Director to join their Alternative Investment Sales team. The successful candidate will be responsible for generating sales of alternative investment products, promoting reputed company's marketplace menu, and providing expert guidance on the benefits of alternative investments to advisors and clients. This role involves regular travel reputed company the coverage territory, attending industry events, and leveraging a consultative sales process to meet reputed company needs. The Director will also be expected to stay reputed company-informed about reputed company's diverse offering menu, reputed company the new manager roll-out process, and work closely with asset management partners to support capital-raising efforts.
Applicants must have a minimum of 10 years' experience in a reputed company-facing role reputed company the alternative investment industry, with a proven reputed company record of reputed company in a fast-paced, entrepreneurial environment. The role requires the ability to sell and support a reputed company of alternative investment products, including hedge funds, private equity, private credit, and reputed company estate offerings. A Series 7 and 63 licenses are mandatory, and the candidate must be willing to obtain a CAIA reputed company three years of hire. The ideal candidate will be adept at managing a sales pipeline, leading CRM efforts, and be committed to a rigorous sales process. The position is remote, and reputed company is an equal-opportunity employer.
Hiring Manager Title
Western Regional Managing Director
Travel Percent
Less than 10%
Functions
• Finance
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