🛠 Tech Stack

💼 About This Role

You'll partner with senior team members to build relationships with investment consultants, OCIO providers, and asset management firms, contributing to fundraising initiatives for a $32B alternatives asset manager. You'll manage CRM data and support roadshows, gaining exposure to sophisticated institutional investors.

🎯 What You'll Do

• Partner with GCR Relationship Managers to build consultant relationships.
• Support fundraising through meeting prep and roadshow coordination.
• Manage CRM pipeline and execute sales strategy for a defined territory.
• Create presentations and deliverables for internal stakeholders.

📋 Requirements

• 0–3 years of experience in financial services.
• Bachelor's degree required.
• Ability to obtain FINRA Series 7 and 63 licenses within 6 months.

✨ Nice to Have

• Relevant field of study and internship experience.
• Existing SIE certification preferred.