Alternative Distribution Relationship Manager, Northern California and Northern Nevada - Vice President

Role Overview:

• Lead sales coverage for the Northern California and Northern Nevada regions, focusing on alternative investment product sales and advisor education.
• Report to the Regional Director as part of the Alternatives Distribution Sales team.
• Engage with registered investment advisors, broker dealers, and bank trust clientele.

Responsibilities:

• Build and manage relationships with advisors and clients to grow platform adoption and assets.
• Utilize data and CRM tools to inform sales strategy and regional development.
• Provide post-sale support for a diverse platform of hedge fund, private equity, private credit, and real estate offerings.

Qualifications:

• At least 8 years of client-facing experience in the alternative investment industry.
• Proven success in the RIA, Independent BD, or Bank distribution segments.
• Must hold Series 7 and 63 licenses, with CAIA certification required or to be obtained within three years.