Regional VP, Alternative Investments Growth (RIA)

Aam; Brewster Heights (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Advisors Asset Management (AAM) seeks a Regional Vice President to lead the sales and marketing strategy for its alternative investments across the Southeast region. You will cultivate and manage relationships with RIAs, financial advisors, and intermediary partners while coordinating with external wholesaling teams to drive growth.

The role emphasizes expanding private markets exposure, including private placements and evergreen structures, with travel across NC, SC, FL, and GA to engage

Qualifications

• Required Education: Bachelor’s Degree or equivalent experience
• 10+ years of financial services industry and minimum of 3 years alternative investments sales experience
• Existing RIA Relationships
• Required Certifications: FINRA Series 7, 66

Responsibilities

• Develop and execute a regional sales strategy for alternative investments, aligned with national goals
• Maintain and expand financial advisor relationships, especially in the RIA, wirehouse and private bank channels of wealth
• Convey deep technical knowledge of Private Markets as well as AAM’s investment strategies and growing suite of alternative investment strategies
• Organize and execute roadshows and field engagement events
• Partner with AAM wholesale team to increase sales and advisor adoption
• Attend various conferences and networking opportunities to expand the AAM Alternative Investments brand in the marketplace

Skills

Sales experience

Market knowledge

External sales / wholesaling

Travel ability

Communications skills

Collaboration across the firm

Education

Bachelor's Degree or equivalent

10+ years in financial services

3+ years in alternative investments sales

Existing RIA relationships

FINRA Series 7 & 66 certifications

Job description

Advisors Asset Management (AAM) seeks a Regional Vice President to lead the sales and marketing strategy for its alternative investments across the Southeast region. You will cultivate and manage relationships with RIAs, financial advisors, and intermediary partners while coordinating with external wholesaling teams to drive growth.

The role emphasizes expanding private markets exposure, including private placements and evergreen structures, with travel across NC, SC, FL, and GA to engage