Private Client Sales Professional, Southeast U.S
Listed on 2026-02-01
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Finance & Banking
Wealth Management, Financial Analyst, Financial Consultant
Description
Graham Capital Management, L.P. ("Graham") is an alternative investment manager founded in 1994 by Kenneth G. Tropin. Specializing in discretionary and quantitative macro strategies, Graham is dedicated to delivering strong, uncorrelated returns across a wide range of market environments. As one of the industry's longest-standing global macro and trend-following managers, Graham remains committed to innovation, evolving its strategies through a robust investment, technology, and operational infrastructure.
Graham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design. Graham invests significant proprietary capital alongside its clients – including global institutions, endowments, foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors – reinforcing alignment of interests across all strategies.
The foundation of Graham's sustainability and success is the experience and contributions of its people. The firm seeks to cultivate talent, encourage the diversity of ideas, and respect the contributions of all. In turn, each employee shares in the responsibility of strengthening those around them.
DescriptionGraham Capital Management, L.P. is seeking a Private Client Sales Professional to join our Private Client Group ("PCG") within our Investor Services department. The PCG is responsible for marketing quantitative and discretionary macro investment strategies to private wealth platforms. This role will specifically provide coverage for distribution channels including wire houses, RIAs, multifamily offices, and family offices in the Southeast United States.
Responsibilities- Pursue new client relationships and maintain current relationships with wire houses, RIAs, multifamily offices, and family offices in the southeast United States. Current relationships include the wire houses Wells Fargo, Morgan Stanley, UBS, and BAML, and the RIA Rockefeller Capital.
- Explain the firm's investment strategies, fund performance, and market outlook with a high degree of technical proficiency.
- Identify areas of new client interest, including potential product offerings to meet specific client portfolio needs.
- Collaborate with senior members of the Private Client Group and senior management on product development and overall marketing strategy.
- Bachelor's degree and 5+ years relevant experience in the private wealth alternatives space.
- Proven track record of success in developing a robust pipeline of prospective investors, raising assets, and maintaining client relationships.
- Ability to explain complex strategies to a broad audience including financial advisors, product specialists, individual investors, and colleagues within the firm.
- Passion for markets, particularly macro strategies.
- Demonstrated ability to work collaboratively, both internally and externally
- Ability to work independently remotely.
- Domestic travel required.
- Series 3 and NFA swaps proficiency required (may take exams after hire date).
- The ideal candidate would work remote out of West Palm Beach, Florida, or another South Florida location.
The anticipated salary range for this position is $150,000 to $300,000. The anticipated range is based on information as of the time this post was generated and does not include any discretionary bonus or benefits (see eligibility below). The applicable annual salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience, skills, and qualifications.
This wage range may be modified in the future.
In addition, the employee who fills this role will be eligible for a discretionary annual bonus, as well as a wide array of benefit programs, such as medical and life insurance, 401(K) plans, and access to other healthcare programs.
NotesNo amount of pay is considered to be wages or compensation until such amount is earned, vested,…
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