VP Product Specialist - Western US
We are seeking a highly skilled and motivated Product Specialist to cover the alternative asset class across the Western US region. As a key member of the team, you will leverage your expertise to foster strong relationships with clients including not limited to: independent broker dealers (IBD), registered investment advisors (RIA), private banks and wire-houses.
Key Responsibilities:
- Serve as the primary point of contact for clients in the Western US, providing comprehensive product expertise and support.
- Build and maintain strong relationships with clients, consultants, and prospects, ensuring a deep understanding of their investment goals and objectives.
- Collaborate with internal teams to deliver tailored solutions, educational content, and strategic insights to clients.
- Actively promote and present investment products, contributing to new business development efforts.
- Provide ongoing product updates, market insights, and thought leadership to drive client engagement.
Qualifications:
- 10-15+ years of client-facing experience within the alternative asset class.
- Backgrounds in Product Specialist, Client Portfolio Manager, External Wholesaler, Capital Formation, or Placement Agent roles will be highly regarded.
- Must hold Series 7 and Series 63 licenses.
- CAIA (Chartered Alternative Investment Analyst) designation preferred (or interest in taking).
- Exceptional communication, presentation, and relationship-building skills.
- Strong knowledge of alternative investment products and trends in the market.
