Alternative Investments Internal Associate - RIA Channel

Overview

Role involves supporting the sales team and managing investor relationships.

Ideal candidate should have 2-3+ years of experience in financial services and strong analytical skills.

Only candidates from New York are considered

Locations

• United States, New York, New York City

Requirements

• 2-3+ years experience required
• Bachelor's degree required
• Series 7 & 63 licenses required

Responsibilities

• Support senior Business Development team members
• Develop product and industry knowledge
• Act as point of contact for investors
• Coordinate client meetings and calls

Benefits

• Generously subsidized healthcare
• 100% employer paid dental and vision insurance
• Employer matched retirement plan
• Wellness programs
• Generous PTO and parental leave
• Flexible hybrid model