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About the Role

This role offers an exciting opportunity to join a global team, providing top-tier service to existing and prospective clients while expanding the business on a product and global level. The successful candidate will be responsible to drive private markets sales growth by partnering with wealth advisors and financial institutions, leveraging market insights, relationship management, and strategic territory planning to increase AUM and expand market presence.

Responsibilities

Partner with Regional Directors to build and maintain relationships across the private wealth channel, driving sales growth and increasing AUM.
Support territory planning and execution through business plans, pipeline management, and the use of data and analytics to identify opportunities and target prospects.
Conduct market and competitor research, develop deep product knowledge, and articulate how investment solutions fit within client portfolios.
Leverage analytical tools and insights to enhance presentations and discussions with financial advisors and wealth management professionals.
Maintain regular communication with Regional Directors, ensuring all client interactions, activities, and meeting notes are accurately captured in CRM systems.
Build strong client relationships through ongoing engagement via phone, email, virtual meetings, and in-person interactions, while supporting service requests and leading update calls.
Develop consultative partnerships with targeted financial institutions to drive revenue growth and expand market presence within assigned regions.

Requirements

3+ years of sales experience within private markets or alternatives, with an existing client network and a proven ability to raise assets and grow market presence.
Strong understanding of private markets, industry trends, and alternative investment products across private and registered structures, including interval funds, BDCs, and REITs.
Deep knowledge of investment strategies and the ability to position alternative asset solutions within client portfolios.
Excellent written and verbal communication skills, with the ability to build credibility and maintain strong client relationships.
Strong organizational and time management skills, capable of managing priorities and a busy schedule of client meetings and sales activities.
Collaborative and entrepreneurial mindset, with the ability to thrive in a small team environment while contributing to a strong team culture.
Comfortable working in a fast-paced, evolving environment, demonstrating enthusiasm, adaptability, and a positive attitude.

Skills

Sales
Private Markets
Alternatives
Client Network
Asset Raising
Market Presence Growth
Market Research
Competitor Research
Product Knowledge
Investment Solutions Positioning
Analytical Tools
Relationship Management
CRM Systems
Communication Skills
Organizational Skills
Time Management
Teamwork
Adaptability

Location

New York City

Work Type

Full-time

Experience Level

Associate

Education Level

Bachelor's degree in Finance, Economics, or a related field
FINRA Series 7, 63, 65, or 66
CAIA, CFA, or CIMA certifications preferred

Salary/Compensations

USD 100000 - USD 120000 - yearly

About the Company

We are a financial services group operating within the global framework of Robert Walters, the world’s mostவதும் trusted talent solutions business. Across the globe, we help individuals, institutions, and businesses achieve their goals, delivering innovative solutions and expert guidance across a range of services. Founded on a tradition of disciplined entrepreneurship, we combine creative thinking with deep expertise to make a real impact on our clients.

Equal Opportunity

All your information will be kept confidential according to EEO guidelines.