Alternative Product Specialist, Vice President

Overview

Role involves supporting iDirect funds series and driving product sales and advisor education.

Ideal candidate has 10+ years in alternative investments with strong client-facing experience.

Candidates must be located in the Rocky Mountain region

Locations

• United States

Requirements

• 10+ years in alternative investment
• Strong knowledge of Microsoft Suite and Salesforce
• Exceptional organizational and interpersonal skills

Responsibilities

• Acquire new relationships and expand existing ones
• Develop sales proficiency in private equity, private credit, and hedge funds
• Travel to meet with advisors and clients
• Assist in planning roadshows and conferences
• Work with Sales team on client pitches and sales campaigns
• Leverage technology input and reporting tools

Benefits

• Equity for all full-time employees
• Annual performance bonus
• Employer matched retirement plan
• Subsidized healthcare
• Unlimited paid time off
• Parental leave
• 100% employer paid dental and vision
• Telemedicine and virtual mental health counseling