Series 7 and 63 Licensed Product Specialist

Job Summary

A company is looking for a Product Specialist Vice President to support the iDirect funds series in the Rocky Mountain markets.

Key Responsibilities

• Leverage a consultative sales process to acquire and expand client relationships
• Develop sales proficiency with iDirect offerings in private equity, private credit, and hedge funds
• Travel to meet with advisors and clients, and assist in planning roadshows and conferences

Required Qualifications

• 10+ years of experience in the alternative investment industry in a client-facing role
• Demonstrated ability to work in a fast-paced entrepreneurial environment
• Strong working knowledge of Microsoft Suite and Salesforce
• Series 7 and 63 licenses are required; CAIA must be obtained within 2-3 years of hire
• Exceptional organizational and interpersonal skills