Regional Vice President
Remote · United States
Job Summary
Regional Vice President responsible for leading the sales and marketing strategy for AAM’s alternative investment products within the Southeast region (NC, SC, FL, GA). Develop and execute regional sales plans, maintain and expand wealth-channel relationships (RIA, wirehouses, private banks), convey deep Private Markets knowledge, organize roadshows and field events, collaborate with wholesale teams to drive advisor adoption, and represent the AAM Alternative Investments brand at conferences and industry events. Requires travel to engage with advisors/clients and to grow assets in alternative investments; requires Bachelor’s degree or equivalent experience and FINRA Series 7/66 with 10+ years in financial services and 3+ years in alternative investments sales; CFA/CFP/CIMA/CAIA/MBA a plus.
Required Qualifications
- Bachelor's Degree or equivalent experience
- 10+ years of financial services industry
- minimum of 3 years alternative investments sales experience
- Existing RIA Relationships
- Required Certifications: FINRA Series 7, 66
- CFA, CFP, CIMA, CAIA, MBA a plus
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