Optimize the existing team’s client coverage model (e.g. segmentation, sales rotation, asset and wealth manager partnerships) to maximize the market opportunity.
Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders.
Develop sales proficiency with a curated and diligenced menu of 60+ offerings across private credit, private equity, real estate, and hedge funds.
Champion local markets launch plans for new funds on the platform.
In-market travel to regularly meet with advisors, centers of influence, and clients.

10+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
Expertise in RIA, Independent BD or Bank distribution segments
Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process
Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
Series 7 and 63 licenses are required
Series 24 license is preferred or must obtain within 90 days of start date
CAIA certified or obtain within three years of hire

Midwest Regional Director – Vice President/Senior Vice President

Key skills