The Alternative Investment Internal Consultant is a sales and relationship partner with external sales professionals whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience of Financial Advisors.
You work collaboratively to cover identified advisors based on their needs and/or refer them to external counterparts as appropriate.
You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.
Work with Alternative Investment Specialist team members in optimizing client coverage within a territory.
Develop new business with your territory.
Develop territory plans and help guide its progress.
In partnership with Alternative Investment Specialists, deliver on preparation and follow-up items that help ensure the Specialist partner is prepared when in the field.
Attend periodic conferences and/or meetings to represent the firm and to win leads for all territories.
Document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system.

Bachelor’s degree
2+ years of sales experience
FINRA Series 7 (63/65 or 66)
Ideal candidate has previous experience selling within intermediary markets
Understanding of the consultative sales process
Passion for capital markets and alternative investments
Skilled at developing deep, trusting internal and external relationships
Strong data analysis skills
Aptitude with Excel and Salesforce
Ability to work collaboratively in a driven, team-based environment, juggling and prioritizing responsibilities across multiple cohorts and personalities
High attention to detail
Strong consultative, client service, and relationship building skills
Strong interpersonal skills and ability to flex to the client
Flexibility and the ability to grow and change within an evolving organization
Proven results using a consultative sales process
Sophisticated presentation and communication skills

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Alternative Investment Internal Consultant

Key skills