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Investment Consultant

2 months ago

Philadelphia, United States Long Short Advisors Full time

Long Short Advisors is seeking an Investment Consultant / External Wholesaler to join our team in the Philadelphia area. In this opportunity, you will be tasked with cultivating relationships nationwide with mutual fund allocators in the RIA, bank, wire house and family office channels nationwide.  Applicants must have at least 5 years of prior experience in an external wholesale role.

 

Primary Responsibilities

  • Travel (50%+) nationwide, lead in-person meetings and facilitate PM presentations with managing directors, CIOs and heads of research of existing and prospective clients and attend conferences, cap intros and industry events
  • Present and provide technical information about the LS Opportunity Fund mutual fund strategy and maintain a strong knowledge base of the competitive product landscape
  • Maintain and cultivate new and existing home office and gatekeeper relationships at Broker-Dealers, RIAs, family offices, etc.
  • Proactively source new opportunities through professional network, third-party cap intro events, and e-mail marketing while leveraging technology to identify ideal prospective clients
  • Digital marketing efforts, including e-mail content creation and mass e-mail distribution
  • Hold periodic entertainment events (virtual and in-person) to continually engage clients and deepen relationships
  • Assist with developing and implementing the company’s business plan, sales and marketing material
  • Use a CRM system to effectively track sales activities and goals
  • When not traveling, work out of the firm’s Philadelphia location


 Required Skills and Experience

  • Bachelor’s Degree
  • At least five years of external wholesale experience
  • Excellent communication and presentation skills
  • Proven track record of consistently meeting and/or exceeding performance goals
  • Willingness to travel (50%+)
  • CRM knowledge
  • Virtual meeting tools (Teams, Zoom, WebEx, etc.)
  • Marketing tools for advisor targeting (Discovery, Dakota, RIA Database, etc.)
  • Microsoft Office – Outlook, Word, Excel and PowerPoint
  • Motivated, positive individual with a strong work ethic
  • Work in firm’s Philadelphia office (this is not a remote position)
  • Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations.

 

Benefits

  • Competitive Base Salary + Commissions + Healthcare + 401(k) + PTO


About Long Short Advisors

Long Short Advisors is a Registered Investment Advisor that focuses on alternative investments and hedge fund investment strategies. Long Short Advisors’ mutual fund product, the LS Opportunity Fund (LSOFX), provides the advantages of daily liquidity, low initial investment minimums, more portfolio transparency, lower fees, and access to what we believe are some of the best hedge fund managers and investment managers in the business. Learn more here:

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Long Short Advisors is committed to a diverse and inclusive workplace. Long Short Advisors is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.