Investment Product Specialist

Location: Suburban Maryland/Washington, D.C. areas
Reports to: Chief Investment Officer (CIO)
Remote: In Office
Job Type: Full-time
Salary Range: $100K-$150K

Alpha Core Wealth Advisory is a ~$9.5 billion RIA headquartered in La Jolla, California, with offices across the country. We’re a full-service wealth management firm that combines comprehensive wealth planning with a dedicated investment research team, which allows us to build customized investment strategies designed to help our clients reach their financial goals.

With a strong commitment to educating clients and advisers on the merits of daily liquid and private investments (e.g., private equity, private infrastructure, hedge funds, etc.), we are seeking a talented Investment Product Specialist to join our dynamic team. If you are a passionate and skilled investment professional with 3-5 years of experience, we invite you to apply and contribute to our mission of delivering institutional-quality investment research and portfolio management to the wealth management channel.

As an Investment Product Specialist encompassing both traditional and alternative asset classes, you will play a vital role in accelerating the adoption of Alpha Core investment solutions through education and outreach. The Investment Product Specialist will act as a trusted conduit between the Research team and financial advisors, serving as a subject matter expert on our investment offerings with both advisors and end clients while maintaining a high level of service.

• Investment Expertise:
  As a member of the Research team, you will become a knowledgeable resource on both traditional and alternative strategies. This subject matter expertise will extend across the menu of Alpha Core approved investments.
• Advisor
  
  Education:
  
  Help to educate advisors on the firm’s available offerings, and be able to fully address technical, product and performance inquiries.
• Client and Prospect Engagement:
  Interact with clients and prospects to understand their investment needs, present portfolio construction solutions, and speak knowledgeably about specific investments.
• Reporting and Documentation:
  Prepare comprehensive research reports, client proposals, investment memos, and presentations for internal and external stakeholders.
• Custom Solutions:
  Provide guidance on more custom solutions for complex financial planning cases, contributing to portfolio construction where necessary.
• Opportunistically travel for client engagement or advisor support (if relevant).

• Bachelor’s degree or MBA with 3-5 years of experience in the financial services industry in an investment role that could encompass areas such as investment research, business development or relationship management (private market experience preferred).
• Progress towards CFA, CAIA, or similar professional designation preferred.

• Entrepreneurial mindset with a high level of accountability and strong attention to detail.
• Excellent written and verbal communication skills, with the ability to convey complex ideas clearly.
• Strong interpersonal skills with proven ability to build effective relationships in a client-facing setting.
• Collaborative in nature, thriving in a fast-paced, team-focused environment.
• Innate curiosity and adaptability – must be able to process large volume of information and manage competing priorities.
• Strong time management and organizational skills.
• Demonstrated record of success in a highly technical investment environment.
• Full-time in office role.
• Location preferred Bethesda, MD office.

At Alpha Core Wealth Advisory, we offer a collaborative and dynamic work environment where your expertise and insights are valued. You’ll have the opportunity to work alongside experienced professionals and contribute to our mission of delivering institutional-quality investment solutions within a boutique wealth management firm. In addition to a competitive compensation package, we provide opportunities for professional development and growth.

If you are an analytical thinker with a passion for alternative asset classes and a proven track record…