Senior RIA Consultant – Director

The firm is seeking a Senior RIA Consultant to cover the West Coast region, responsible for selling alternative investment strategies to RIA advisors and key decision-makers. This role involves developing business plans, cultivating client relationships, building a sales pipeline, and collaborating with investment and marketing teams to support new business opportunities.

An independent, privately owned investment management firm headquartered in New York with $181 billion in AUM, focused on active, benchmark-agnostic investing across equity, fixed income, alternative credit, and multi-asset strategies.

• Develop and implement sales strategies and business plans.
• Build and maintain relationships with prospective clients.
• Generate new assets and revenue opportunities.
• Coordinate meetings and agendas with internal investment professionals.
• Collaborate with colleagues to advance new business opportunities.
• Represent investment strategies in client meetings and at industry events.
• Support marketing initiatives and develop sales collateral.
• Manage client and prospect activity via CRM systems.
• Maintain expertise in capital markets and investment strategies.

• Undergraduate degree in business, finance, or related field; MBA or CFA preferred.
• 8+ years of experience in asset management sales, with knowledge of credit and alternative products.
• Required securities licenses (e.g., Series 7 and 63).
• Strong market knowledge, business acumen, and executive presence.
• Excellent communication, presentation, and client relationship skills.
• Must reside in the region and be willing to travel extensively.
• Team-oriented with curiosity, empathy, and a results-driven mindset.