Internal Sales VP and Regional Consultant, Intermediary Channel
Altegris is a pre-eminent provider of alternative investments. Our mission is to find the best alternative investment managers and bring them to our clients through alternative mutual funds, private funds, and futures managed accounts. Our suite of products is sold through the intermediary channel, including wirehouses, independent broker/dealers, bank trusts and registered investment advisors. We also have a robust Private Client Group that works directly with high net worth individuals and family offices. We pride ourselves on our people and are strongly committed to our company motto: Trusted Alternatives. Intelligent Investing.
Altegris is in a very exciting growth phase and is searching for a talented and motivated Internal Sales Vice President and Regional Consultant to be an integral member of the Sales Team for the intermediary channel. The right candidate must have the temperament to thrive in our high-velocity, demanding business culture and enjoy interacting with high-octane, committed co-workers who enjoy working together, value collaboration, and are passionate about providing our clients with access to some of the best investment managers in the alternatives industry.
RESPONSIBILITIES
Raising assets in our Intermediary Channel by contacting and qualifying financial advisors, as well as actively networking with existing clients to identify prospects in the territory
Working closely with an external Regional Director to conduct territory analysis and business planning to maximize goals in the territory
Following up after the Regional Director’s initial sales visits, including:
Providing financial advisors with database access
Answering financial advisors’ questions, providing education and “white-glove” support
Closing sales
Scheduling phone and onsite meetings for the Regional Director
Developing a structured call schedule
Building custom portfolios of investment products using our proprietary software
Demonstrating extensive knowledge of how products on the Altegris platform may complement other investment products
Ensuring that all logistical/operational details necessary for sales are handled effectively
Requirements:
2+ years of verifiable sales success as an internal wholesaler
Strong ability to analyze asset-allocation strategies
Knowledge of alternative investments
Excellent computer skills
Bachelor’s degree
Series 7 (or 6 and 22), 3, 63 or 66 licenses
PREFERRED
Managed futures and/or hedge-fund experience
CAIA, CIMA, or CFA
WE OFFER
Competitive compensation
Excellent benefits, including medical, dental and vision insurance coverage
Paid vacation
Flexible Spending Accounts
401(k) plan
Altegris prides itself on its people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where our employees can excel. We invite you to contact us at www.altegris.com in our Careers section.
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