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Alternative Investments Ultra High Net Worth Internal Specialist

New York, New York

Job Description:

Alternative Investments Ultra High Net Worth Internal Specialist

  • The Alternative Investments UHNW Sales Desk associate will provide support to the UHNW AI Specialists, as well as, ML Private Wealth Financial Advisors, Bank of America Private Bank Portfolio Managers, and the ML International Advisors on a suite of Alternative Investment products in order to drive utilization of those products.

Position Summary

•    Assist in the coordination of all sales efforts for the Alternative Investments platform -including private equity, hedge funds, managed futures, real assets, non-traditional mutual funds and other alternative investment strategies.

•   Act as a subject-matter expert, owning the end-to-end Advisor and UHNW client experience, educating a wide audience across the value proposition of AI, the different types of solutions available, the best practices with implementation and portfolio construction, as well as, ongoing fund updates and reviews

•   Responsible for being proactive in scheduling meetings within respective territories, being resourceful with inbound inquiries and being reliable in helping support service related inquiries

•   Expand and support the base of AI Users by maintaining and building new trusted partnerships with Advisors in the territory

•   Partner with field-based UHNW AI Specialists, working closely as a dedicated home-office based resource in covering territory

•   Coordinate the efforts of third party wholesalers/resources within the respective territory

•   Coordinate regional events and roadshows with fund managers to educate advisors and clients on Alternative Investment strategies and products

Experience

•             4-6 years' experience in financial services

•             Experience with Alternative Investments preferred

•             BS / BA degree required

•             Completion of Series 7 and 66

•             Completion of or progress toward CFA/CAIA is a plus but not required

Qualifications

•             Excellent communication and listening skills

•             Ability to explain complex concepts clearly and simply

•             Ability to make presentations effectively

•             The ideal candidate should be highly motivated and organized

•             Prior sales and marketing experience

•             Knowledge of alternative investments

•             Understanding of the wealth management industry              

•             Must be a team player with the ability to work effectively in a team or independently

•             Ability to represent the firm professionally with internal and external contacts

•             Knowledge of Excel, Word, and PowerPoint programs is a plus

•             Knowledge of Salesforce and Tableau is a plus

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Alternative Investments Ultra High Net Worth Internal Specialist

  • The Alternative Investments UHNW Sales Desk associate will provide support to the UHNW AI Specialists, as well as, ML Private Wealth Financial Advisors, Bank of America Private Bank Portfolio Managers, and the ML International Advisors on a suite of Alternative Investment products in order to drive utilization of those products.

Position Summary

•    Assist in the coordination of all sales efforts for the Alternative Investments platform -including private equity, hedge funds, managed futures, real assets, non-traditional mutual funds and other alternative investment strategies.

•   Act as a subject-matter expert, owning the end-to-end Advisor and UHNW client experience, educating a wide audience across the value proposition of AI, the different types of solutions available, the best practices with implementation and portfolio construction, as well as, ongoing fund updates and reviews

•   Responsible for being proactive in scheduling meetings within respective territories, being resourceful with inbound inquiries and being reliable in helping support service related inquiries

•   Expand and support the base of AI Users by maintaining and building new trusted partnerships with Advisors in the territory

•   Partner with field-based UHNW AI Specialists, working closely as a dedicated home-office based resource in covering territory

•   Coordinate the efforts of third party wholesalers/resources within the respective territory

•   Coordinate regional events and roadshows with fund managers to educate advisors and clients on Alternative Investment strategies and products

Experience

•             4-6 years' experience in financial services

•             Experience with Alternative Investments preferred

•             BS / BA degree required

•             Completion of Series 7 and 66

•             Completion of or progress toward CFA/CAIA is a plus but not required

Qualifications

•             Excellent communication and listening skills

•             Ability to explain complex concepts clearly and simply

•             Ability to make presentations effectively

•             The ideal candidate should be highly motivated and organized

•             Prior sales and marketing experience

•             Knowledge of alternative investments

•             Understanding of the wealth management industry              

•             Must be a team player with the ability to work effectively in a team or independently

•             Ability to represent the firm professionally with internal and external contacts

•             Knowledge of Excel, Word, and PowerPoint programs is a plus

•             Knowledge of Salesforce and Tableau is a plus

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21046278

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0

Street Address

Primary Location:
222 BROADWAY, NY, New York, 10038