Series 7 and 63 Licensed Relationship Manager
Company: VirtualVocations
Location: El Cajon
Posted on: January 28, 2025
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Job Description:
A company is looking for a Senior Vice President, Consultant
Relations to manage relationships with institutional investment
consultants.
Key Responsibilities
Develop engagement strategies to enhance consultant relationships
and identify growth opportunities
Collaborate with investment teams to define target prospects and
understand product structures
Lead the review and underwriting process for investment strategies,
including RFP responses and due diligence meetings
Required Qualifications
10+ years of experience with institutional investment consultants
or in alternatives product development, relationship management, or
sales
Strong partnership skills across various teams including portfolio
managers and compliance
Experience in private markets such as hedge funds and real estate
is a plus
Bachelor's Degree required; MBA and/or CFA preferred
Must hold Series 7 and Series 63 certifications
Keywords: VirtualVocations, Indio , Series 7 and 63 Licensed Relationship Manager, Executive , El Cajon, California
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