Alternative Investments Sales Strategy Analyst

Role Overview

The Alternative Investments Sales Strategy Analyst role is responsible for supporting the planning, execution, and follow-up of educational events focused on Alternative Investments. The individual will partner with internal stakeholders and external investment partners to deliver both in-person and virtual educational experiences for financial advisors, clients, and prospective clients.

What You Will Do

Manage project timelines, meeting milestones, and deliverables across multiple concurrent events; partner with Alternative Investments specialists, Origination, Private Markets and Hedge Fund partners, Marketing, Event Supervision, and local market teams to coordinate event logistics and content.

Why It Might Be a Fit

The analyst will build and maintain strong relationships with internal line of business partners and external third-party firms to ensure successful execution of educational events; identify opportunities to improve operational efficiency, streamline processes, and enhance the overall event experience.

Requirements

• 2-4+ years’ experience in financial services
• Knowledge and/or experience in alternative investments
• Hold or attain Series 7 and 66 licenses within 120 days of hire
• Ability to work under pressure, meet deadlines and meet clearly defined measurements
• Self-motivated, adaptive, positive attitude and high energy are a must

Benefits

• Dental insurance
• Vision insurance
• Paid time off
• Resources and support
• Annual discretionary award
• Industry-leading benefits