AI Regional Specialist

Job Description:

We are seeking a Vice President level sales professional to join Company’s Alternative Investments distribution organization to focus on hedge fund, private equity and real asset sales, marketing and education for the Southwest Market. The position will be based in Los Angeles CA.

Main responsibilities will include:

• Servicing existing client owned Alternative Investment related assets.
• Assisting financial advisors with the prospecting for and deployment of high net worth and institutional investor assets into Alternative Investments.
• Developing a comprehensive and in-depth understanding of Company Merrill Lynch portfolio construction process with respect to AI across hedge funds, private equity, and real assets.
• Develop and execute a business strategy which allows the candidate to work independently and alongside Global Wealth & Investment Management regional and office management teams, AI sales and product leadership, cross organizationally and with select 3rd party product partners to cultivate and grow future Alternative Investment business prospects.
• Provide proactive and solutions oriented feedback to operations, marketing, product origination, risk, legal and compliance partners to enhance the client and adviser experience.
• Keep current with market and alternative investment trends affecting our clients and distribution partners to support education and marketing activities.
• Travel responsibilities throughout coverage area (3-4 days a week).

Additional Criteria:

• Education: Undergraduate degree in business administration, marketing or finance (CFA, CAIA or MBA a plus)
• Language: English (knowledge of Spanish an advantage)
• Experience: Candidate must have 10 years + of financial services product and/or sales experience.
• Deep knowledge of alternative investment products across all strategies.
• Licensing: Series 7, 63, 65 or 66

Shift:1st shift (United States of America)

Hours Per Week: 40