Job description
Support External Wholesalers across multiple regions in a fundraiser and sales support role by initiating outbound calls, emails, marketing campaigns and ad-hoc requests
Partner closely with External Wholesalers to cultivate new prospects within the RIA and Multi-Family Office channels
Liaise with Financial Advisors at banks, wirehouses, independent broker-dealers and Registered Investment Advisors (RIAs)
Provide comprehensive after-sales support for Financial Advisors by communicating on fund/firm/market updates
Follow up with Advisors after in-person and virtual meetings to provide additional information and inquire about further needs
Convert Financial Advisors who have yet to commit to alternative investments into allocators
Coordinate planning of roadshows/meetings/conference calls for External Wholesalers as well as other members within the Ardian organization
Develop deep understanding and product knowledge of Ardian's funds with strong positioning strategies
Work in coordination with External Wholesalers to create compelling marketing campaigns
Maintain and ascertain competitive intelligence by staying apprised of industry news, attending meetings, conferences and trainings
Required skills / profile
Bachelor’s degree or equivalent work experience
1-3 years in the financial services industry with a minimum of 1 year in a sales-oriented role
Excellent written and oral skills
Proven ability to cultivate relationships with strong presentation skills
Desire to work in a sales role within a larger Investor Relations business
Excellent organizational skills
Series 7 & 63 licenses (or equivalent) required