Alternative Investment Specialist

Work From Home With CiCi

New York, New York, United States
Base: $176,720.00 - $265,080.00; bonus/equity: not...
Investment product management
Sales and relationship management
Client servicing skills
The Investment Sales Sr. Lead is responsible for managing investment products and educating the sales team

Job Summary

  • The Investment Sales Sr. Lead is responsible for managing investment products and educating the sales team.
  • This role involves reaching revenue and AUM targets while supporting after sales servicing.
  • The position requires significant expertise in investment products and the ability to communicate complex details effectively.

Matching Summary

The Investment Sales Sr. Lead is responsible for managing investment products and educating the sales team.

Salary

Base: $176,720.00 - $265,080.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance

Skills & Requirements

Must-have

  • Investment product management
  • Sales and relationship management
  • Client servicing skills

Nice-to-have

  • Creative problem-solving skills
  • Excellent communication skills
  • Ability to influence others

Key Requirements

  • 10+ years of experience
  • FINRA Licensed Series 7, 63/66
  • Prior Private Banking experience

Work Rights

Not specified

Tailored Resume

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