This role is directly responsible for distribution of alternative investment 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 alternative investment 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.
Responsibilities include: Drive sales of Alternative Investment strategies with targeted financial advisors & intermediaries across all USI WM channels.
Here, you’ll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity.
Matching Summary
This role is directly responsible for distribution of alternative investment 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
Drive sales of Alternative Investment strategies
Partner with financial advisors
Manage an alternative sales pipeline
Deep understanding of Alternatives landscape
Prior experience in private credit
Nice-to-have
Collaborative culture
Spirit of generosity
Entrepreneurial opportunity
Meaningful partnership
Key Requirements
Minimum of 5+ years of Alts experience
Proven direct new business generation experience
Proven ability to drive sales directly with clients / intermediaries
Series 7 & 63 preferred; must obtain within 3 months of hire