Alternative Investments Sales Strategy Analyst

Manage project timelines, meeting milestones, and deliverables across multiple concurrent educational events focused on Alternative Investments. Partner with internal stakeholders and external investment partners to coordinate in-person and virtual experiences for financial advisors and clients. Facilitate pre-event approval processes for materials, invitations, and agendas while ensuring adherence to firm policies and compliance requirements. Oversee attendee management, registration, communications, speaker coordination, and event logistics. Execute post-event activities including reporting, follow-up communications, documentation, expense reconciliation, and performance tracking. Build and maintain strong relationships with internal line of business partners and external third-party firms to ensure successful execution. Identify opportunities to improve operational efficiency and streamline processes.