Private Client Sales Professional, Southeast U.S. West Palm Beach, Florida, United States

Grahamcapital; West Palm Beach (FL); On-site; USD 150,000 - 300,000; Full time

Job summary

A leading investment firm is looking for a Private Client Sales Professional to enhance relationships with wire houses and family offices in the Southeast U.S. This role involves explaining investment strategies and collaborating on product development, suited for a candidate with a financial background and strong relationship skills.

Qualifications

• 5+ years of relevant experience in private wealth alternatives.
• Proven track record in developing investor relationships.
• Ability to explain complex investment strategies.

Responsibilities

• Pursue and maintain relationships with clients in the Southeast U.S.
• Explain investment strategies and market outlook effectively.
• Identify and develop potential product offerings for clients.

Skills

Relationship management

Technical proficiency

Communication skills

Passion for markets

Collaborative work

Education

Bachelor’s degree

Tools

Series 3 and NFA swaps proficiency

Job description

Private Client Sales Professional, Southeast U.S.

West Palm Beach, Florida, United States

Graham Capital Management, L.P. ("Graham") is an alternative investment manager founded in 1994 by Kenneth G. Tropin. Specializing in discretionary and quantitative macro strategies, Graham is dedicated to delivering strong, uncorrelated returns across a wide range of market environments. As one of the industry’s longest-standing global macro and trend-following managers, Graham remains committed to innovation, evolving its strategies through a robust investment, technology, and operational infrastructure. Graham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design. Graham invests significant proprietary capital alongside its clients – including global institutions, endowments, foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors – reinforcing alignment of interests across all strategies.

The foundation of Graham’s sustainability and success is the experience and contributions of its people. The firm seeks to cultivate talent, encourage the diversity of ideas, and respect the contributions of all. In turn, each employee shares in the responsibility of strengthening those around them.

Description

Graham Capital Management, L.P. is seeking a Private Client Sales Professional to join our Private Client Group (“PCG”) within our Investor Services department. The PCG is responsible for marketing quantitative and discretionary macro investment strategies to private wealth platforms. This role will specifically provide coverage for distribution channels including wire houses, RIAs, multifamily offices, and family offices in the Southeast United States.

Responsibilities

• Pursue new client relationships and maintain current relationships with wire houses, RIAs, multifamily offices, and family offices in the southeast United States.
• Explain the firm’s investment strategies, fund performance, and market outlook with a high degree of technical proficiency.
• Identify areas of new client interest, including potential product offerings to meet specific client portfolio needs.
• Collaborate with senior members of the Private Client Group and senior management on product development and overall marketing strategy.

Requirements

• Bachelor’s degree and 5+ years relevant experience in the private wealth alternatives space.
• Proven track record of success in developing a robust pipeline of prospective investors, raising assets, and maintaining client relationships.
• Ability to explain complex strategies to a broad audience including financial advisors, product specialists, individual investors, and colleagues within the firm.
• Passion for markets, particularly macro strategies.
• Demonstrated ability to work collaboratively, both internally and externally
• Ability to work independently remotely.
• Domestic travel required.
• Series 3 and NFA swaps proficiency required (may take exams after hire date).
• The ideal candidate would work remote out of West Palm Beach, Florida, or anotherSouth Florida location.

Base Salary Range

The anticipated base salary range for this position is $150,000 to $300,000. The anticipated range is based on information as of the time this post was generated. The applicable annual base salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience, skills, and qualifications.

Base salary or rate does not include other forms of compensation or benefits offered in connection with the advertised role.

GCM is committed to providing equal employment opportunity to all employees and applicants for employment without regard to their race, color, religious creed, gender, age, national origin, ancestry, alienage, citizenship status, handicap, disability, marital status, sexual orientation, gender identity, pregnancy, childbirth or other related conditions, military status, genetic information, or any other personal characteristics protected by applicable law. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, layoff, termination, transfer, leave of absence and compensation.

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