About the Role

Join a top-tier fintech platform recognized by Forbes and MMI/Barron’s as a leader in powering the alternative investment marketplace. As an Internal Alternative Investment Sales Specialist, you’ll support and grow relationships with wealth advisors, bankers, and investment counselors - helping them understand and adopt hedge funds, private equity, private credit, and real asset strategies for high-net-worth clients. You will work closely with external sales partners and asset managers to drive capital raising and ensure an outstanding advisor experience.

What you’ll do:

• Act as the main point of contact for advisors, bankers, and partners regarding alternative investments.

• Drive sales of hedge funds, private equity, private credit, and real assets - working closely with external sales teams.

• Promote the benefits of alternative strategies and increase adoption across the wealth platform.

• Support fund launches, coordinate roadshows, client events, and follow up with prospects.

• Collaborate with asset managers to raise capital and expand distribution.

• Keep CRM updated with accurate activity, advisor profiles, and pipeline details.

• Travel within your territory to meet clients and attend industry events.

What we’re looking for:

• 5+ years of experience in alternative investments in a client-facing sales/support role.

• Strong product knowledge in hedge funds, private equity, credit, and real assets.

• Proven sales track record in a fast-paced environment.

• CFA or CAIA preferred (or willingness to complete CAIA within 3 years).

• Series 7 & 63 required.

• Excellent communication, relationship-building, and influencing skills.

Benefits:

• Competitive base salary + annual performance bonus

• Equity package for all full-time employees

• Employer-matched retirement plan

• Highly subsidized healthcare + 100% employer-paid dental, vision, telemedicine & virtual mental health

• Paid parental leave

• Unlimited paid time off (PTO)

• Work-life balance: 4 days in the office, Fridays are remote

• Fast-paced, innovative fintech environment recognized by Forbes and MMI/Barron’s

This is a great opportunity for an experienced internal wholesaler or product specialist ready to take ownership and drive growth in the alternative investment space!