Financial Planning and Analysis

• Drive end-to-end solution sales for Alternative Investments
• Acquire new clients and expand relationships with existing accounts
• Represent our full suite of solutions tailored for alternative investments
• Engage with stakeholders from C-level executives to investment professionals
• Identify and qualify leads in the alternative investments sector
• Develop compelling business cases demonstrating tangible benefits
• Manage the sales cycle for complex solutions
• Maintain accurate records in Salesforce
• Organize product demonstrations and workshops
• Stay current on trends in alternative investments
• Contribute to thought leadership initiatives

Senior Sales Manager – Alternative Investments

Value Advisor – Alternative Investments