CFA, CAIA, CIMA) Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms Strong organizational, time management, and relationship management skills Series 7 & 66 required; must obtain within 3 months of hire Preferred: Alternatives Investments experience Exceptional communication skills including written, verbal, and delivering presentations Significant travel required FINRA Requirements FINRA licenses are required and will be supported for this role. The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Broker/Dealers, RIA, Banks, TAMP’s, and Intermediary Platform providers throughout the United States.