Alternative Investment Internal Consultant

Job description

Role Summary The Alternative Investment Internal Consultant partners with external sales professionals to develop territories and manage relationships with Financial Advisors. You will prospect, sell, and retain advisors through a consultative process, contributing to sales targets and territory goals alongside external counterparts. As an Alternative Investment Internal Consultant for Global Alternatives, you will support the Global Alternatives and US Intermediary businesses, representing over $650B in AUM. You will build strong relationships with Banks, Broker/Dealers, RIAs, TAMPs, and Intermediary Platform providers across the U.S. Responsibilities: - Relationship Management: Collaborate with Sr. and Hybrid Alternative Investment Specialists to optimize client coverage, deepen relationships, and drive sales of private markets/alternative investment products. - Business Development: Identify sales opportunities, develop new business, and deepen relationships with existing advisors. - Territory Management: Use data to prioritize targets within your territory, document sales measurements, and develop territory plans. - Sales Support and Follow-up : Prepare and follow up on items t...