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Alternative Investment Consultant
2 months ago
The Alternative Investment Consultant will collaborate with The Ladders' Investment, National Accounts, and Intermediary Sales teams to enhance understanding of Alternative offerings, promoting and selling the suite of Alternative products.
This position entails conducting individual and group presentations, managing conference calls, and preparing strategic materials and white papers.
The Alternative Investment Consultant will closely partner with marketing and sales professionals to improve their effectiveness in conveying alternative strategies and products to clients and prospects.
Strong interpersonal, organizational, and communication skills are essential, along with a comprehensive understanding of equity, derivative, and fixed income markets, and the ability to thrive in a collaborative setting.
Key ResponsibilitiesAcquire an in-depth knowledge of The Ladders' Alternative products and strategies
Act as the main internal and client-facing contact for the illiquid alternatives platform
Provide updates to clients, prospects, consultants, and intermediaries regarding alternative products, including current offerings and new developments
Support and guide The Ladders' National Field Force on the suite of Alternative Investment solutions to enhance utilization and education of these solutions, meeting client needs and objectives
Travel frequently to various locations for client meetings and to foster new business opportunities
Facilitate and promote new business initiatives alongside The Ladders' sales team
Prepare presentations, white papers, market updates, and other relevant materials
Contribute to shaping product marketing by analyzing market demand, competitor offerings, and performance reviews to ensure consistency and refinement
Ensure that all materials and communications directed to clients maintain high quality and consistency Research and resolve client inquiries
Build and sustain positive working relationships across all areas of The Ladders to foster goodwill and create cross-product opportunities Qualifications
Minimum of 10 years of experience in capital markets, with at least 5 years in alternative investments
Exceptional analytical skills and attention to detail
Strong organizational capabilities and ability to prioritize tasks effectively
Bachelor's degree in business administration, marketing, or finance (CFA, CAIA, or MBA preferred)
Possession of Series 7, 63, 24, 65, or 66 licenses (or to be obtained within 6 months of hire)
Compensation Overview
The salary range for this position is $225,000-$265,000.
This range reflects the lowest to highest salary that we believe we would pay for this role at the time of this posting.
Ultimately, compensation may vary based on factors such as education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and other business needs.
This role is also eligible for a discretionary bonus.We provide a comprehensive benefits package, including paid time off, medical/dental/vision insurance, 401(k), life insurance, and additional benefits for eligible employees.
Note:
Compensation is not considered earned until it is vested and determinable. The amount and availability of any bonuses or commissions are at the company's discretion.
The Ladders is an equal opportunity employer and does not discriminate based on race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status, or any other characteristic protected by law.If you require assistance with the application process, please reach out for support.
