At the forefront of the financial services industry, our client stands as a beacon of innovation and excellence, renowned for their cutting-edge investment strategies and unparalleled commitment to client service. As part of their expansion, they are seeking an experienced senior salesperson to support the development and expansion of their efforts within the larger Registered Investment Advisor and Family Office community.
As a Director on the RIA Sales team, you will collaborate closely with regional leads to enhance our company brand presence and awareness within the RIA and Family Office channel. The ideal candidate will possess a high-performing entrepreneurial spirit, operational acumen, and expertise in alternative investments. Your primary responsibility will be to establish, maintain, and grow relationships with alternative-focused Registered Investment Advisors, acting as a subject matter expert representing our company platform and investment solutions.
This Role Offers:
- Competitive compensation package, complemented by a comprehensive set of benefits.
- Role within a revered institution known for its commitment to innovation and client-centric approach.
- Supportive environment that values teamwork, diversity, and individual contributions.
- Access to state-of-the-art resources and tools, ensuring you're equipped with everything needed to excel.
- Opportunity to play a pivotal role in steering the business trajectory and influencing day-to-day dynamics at a company where your impact is visible and valued.
Focus:
- Work collaboratively with Sales regional leads to develop the company brand presence within the RIA and Family Office channel.
- Cultivate and strengthen relationships with alternative-focused Registered Investment Advisors.
- Serve as a subject matter expert on the company s platform and alternative investment solutions, including private equity, private credit, and private real estate.
- Identify strategic opportunities to expand the company s investment offerings within the RIA and Family Office community.
- Gain a deep understanding of the company s product philosophy, process, objectives, and positioning, effectively communicating these to prospective investors.
- Ensure compliance with all regulatory guidelines, including the use of pre-approved marketing materials and proper licensing.
- Participate in seminars and events, maintaining a professional appearance and demeanor.
- Collaborate with product specialists or portfolio managers to address client needs effectively.
Skill Set:
- Bachelor's degree or equivalent experience in Finance, Business, Economics, or related field preferred. MBA, CPA, CAIA, CFA are welcome but not required.
- Minimum of 5 years of experience in the financial industry; experience with Registered Investment Advisors (RIAs) and Family Offices highly preferred.
- FINRA Series 7 and 63 licenses preferred.
- Knowledge of various product subsets within Equity, Fixed Income, and international markets, with a focus on alternative investments.
- Proven track record of maintaining high standards of service excellence with existing clients and prospective investors.
- Excellent written and verbal communication skills, with the ability to articulate effectively in a fast-paced environment.
- Willingness to travel as required.
About Blue Signal:
Blue Signal is an award-winning, executive search firm specializing in sales & business development recruiting. We have a strong track record of finding top-performing talent in areas such as sales leadership, account management, and business development strategy. Learn more at bit.ly/3NNY1wM