About the role
The Alternative Distribution team supports financial advisors with alternative investments. The Internal Wholesale Associate prospects and educates advisors, manages relationships, and drives platform adoption. This role serves as a key liaison between advisors and the firm's investment offerings.
Our summary of the posting; the original is on the iCapital careers page.
What the posting requires
- Required
- Salesforce
- PowerPoint
- Excel
- Word
- Investment
- Financial services
- Bachelor's degree
- FINRA SIE
- Series 7
- Preferred
- Tableau
- Pipeline
- Go-to-market
- Alternatives expert
- CRM
- Referral revenue
These tags are our reading of the posting. They can miss something; the original posting is the reference.