This role is directly responsible for distribution of alternatives products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales
Job Summary
This role is directly responsible for distribution of alternatives products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales.
Accountable for driving sales in alternatives with target advisors in region.
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Matching Summary
This role is directly responsible for distribution of alternatives products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales.
Salary
Base: $182,000.00 - $330,000.00; Bonus/Equity: Annual bonus eligibility; Benefits: Competitive compensation, generous retirement plan, health and wellness benefits, paid time off, family care resources
Skills & Requirements
Must-have
Private credit experience
Direct new business generation
Alternative Investment sales
RIA channel sales
Financial advisor education
Nice-to-have
Collaborative culture
Spirit of generosity
Client relationship building
Proactive idea generation
Key Requirements
Minimum 5+ years Alts experience
College degree required
Series 7 & 63 preferred
Proven direct new business generation
In-depth knowledge of Alts and investment vehicles