The Alternative Investment Regional Director (External Wholesaler) is responsible for the execution of all sales, service, and marketing related activities in their region within the IBD channel. The products will include open-end alternative investment funds and traditional mutual funds. The Regional Director is responsible for directly managing major markets within their region with a client-centric, sales driven approach to the marketplace. The role includes developing territory business plans and acting as a key point of contact for financial advisors within the IBD channel to provide insights and solutions. The Regional Director’s performance is measured by gross fund flows, sales activity, diversification of gross fund flows, expansion of IBD relationships and broader team contribution to the National sales effort. Compensation is performance-based consisting of salary and annual bonus. Responsibilities include developing and executing a regional sales strategy consistent with the National sales goals, maintaining and cultivating existing IBD relationships, aggressively expanding new IBD relationships, implementing territory business plans, generating leads, actively seeking new business opportunities, managing the assigned territory including tracking sales performance, identifying trends, and implementing strategies to improve results, conveying deep technical knowledge of the firm’s investment strategies and fund vehicles, and working effectively in a collaborative team environment. Qualifications include a Bachelor’s degree in Economics, Finance, or related field, minimum of 7 years of wholesaling experience with significant IBD relationships, proven track record selling alternative investment products, excellent communication skills, high self-motivation and professionalism, strong interpersonal and relationship-building skills, ability to influence stakeholders, Series 7 and 63 licenses, and preferred additional credentials such as CIMA, CAIA, CFA. Significant travel is required.
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