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Benefits offered by this job
Comprehensive health benefits
Paid time off
401(k) plan
Discretionary bonuses
Job summary
A leading investment firm in New York is seeking a Product Specialist for Private Wealth to enhance sales strategies for private real estate and infrastructure. The role involves close collaboration with investment teams, addressing client inquiries, and creating tailored content. Ideal candidates have a strong background in asset management with 7+ years of experience and excellent communication skills. A competitive salary range of $155,000 - $200,000 is offered along with comprehensive benefits.
Qualifications
Minimum of 7+ years of experience in investment banking, asset management, consulting, or wealth management.
Deep understanding of private real estate and private infrastructure markets.
Familiarity with markets, securities, and relevant regulatory frameworks.
Responsibilities
Develop and execute sales strategies across products and client segments.
Provide ongoing updates to sales teams and stakeholders.
Address client inquiries regarding private real estate and infrastructure products.
Travel for in-person client engagement as needed.
Skills
Interpersonal skills
Analytical skills
Organizational skills
Problem-solving skills
Writing skills
Communication skills
Presentation skills
Education
MBA
CFA
Job description
A leading investment firm in New York is seeking a Product Specialist for Private Wealth to enhance sales strategies for private real estate and infrastructure. The role involves close collaboration with investment teams, addressing client inquiries, and creating tailored content. Ideal candidates have a strong background in asset management with 7+ years of experience and excellent communication skills. A competitive salary range of $155,000 - $200,000 is offered along with comprehensive benefits.