Advise high-net-worth and institutional clients on discretionary investment strategies, assess objectives and risk, construct and monitor portfolios, deepen relationships, drive business development and referrals, collaborate with internal teams, ensure regulatory compliance, and provide market insights.

Partner with an assigned Vice President, Retail Sales to prospect and grow financial advisor relationships, position alternative investment solutions, support sales engagement activity, maintain CRM records, assist with business planning, and provide timely service to existing supporters to drive new business.