Private Wealth Product Specialist (Remote) Job at Selby Jennings, California

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  • Selby Jennings
  • California

Job Description

VP Product Specialist - Western US

We are seeking a highly skilled and motivated Product Specialist to cover the alternative asset class across the Western US region. As a key member of the team, you will leverage your expertise to foster strong relationships with clients including not limited to: independent broker dealers (IBD), registered investment advisors (RIA), private banks and wire-houses.

Key Responsibilities:

  • Serve as the primary point of contact for clients in the Western US, providing comprehensive product expertise and support.
  • Build and maintain strong relationships with clients, consultants, and prospects, ensuring a deep understanding of their investment goals and objectives.
  • Collaborate with internal teams to deliver tailored solutions, educational content, and strategic insights to clients.
  • Actively promote and present investment products, contributing to new business development efforts.
  • Provide ongoing product updates, market insights, and thought leadership to drive client engagement.

Qualifications:

  • 10-15+ years of client-facing experience within the alternative asset class.
  • Backgrounds in Product Specialist, Client Portfolio Manager, External Wholesaler, Capital Formation, or Placement Agent roles will be highly regarded.
  • Must hold Series 7 and Series 63 licenses.
  • CAIA (Chartered Alternative Investment Analyst) designation preferred (or interest in taking).
  • Exceptional communication, presentation, and relationship-building skills.
  • Strong knowledge of alternative investment products and trends in the market.

Job Tags

Permanent employment,

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