Description

: The Alternative Investment Sales Desk associate will provide support to Alternative Investment Specialists as well as Financial Advisors on suite of Alternative Investment products in order to drive utilization of those products. Assist in the coordination of all sales efforts for the Merrill Lynch Alternative Investments platform -including private equity, hedge funds, managed futures, real assets, non-traditional mutual funds and other alternative investment strategies. Job Responsibilities: Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value proposition of AI, the different types of solutions available, the best practices with implementation and portfolio construction, as well as ongoing fund updates and reviews Responsible for being proactive in scheduling meetings within respective territories, being resourceful with inbound inquiries and being reliable in helping support service related inquiries Broadens the base of AI Users by maintaining and building new trusted partnerships with Advisors in the territory Partners with field-based Alternative Investments Specialists, working closely as a dedicated home-office based resource in covering territory Coordinates the efforts of third party wholesalers/resources within the respective territory Coordinates regional events and roadshows with fund managers to educate advisors and clients on alternative investment strategies and products Required Qualifications: 2-5 years+ experience in financial services Ability to explain complex concepts clearly and simply Ability to make presentations effectively Highly motivated and organized Prior sales and marketing experience Knowledge of alternative investments Understanding of the wealth management industry Team player with the ability to work effectively in a team or independently Ability to represent the firm professionally with internal and external contacts Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date Desired Qualifications: BS / BA degree Knowledge of Excel, Word, and PowerPoint programs Knowledge of Salesforce and Tableau Experience with alternative investments Completion of or progress toward CFA/CAIA Skills: Client Management Client Solutions Advisory Customer and Client Focus Pipeline Management Relationship Building Collaboration Presentation Skills Prospecting Referral Management Wealth Planning Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$107,000.00 - $140,200.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.