CAREER PORTAL

Bilingual Spanish Sales Specialist – Alternative Investments- OnSite

Yoh has a Direct Hire  opportunity, as an  Bilingual Spanish Sales Specialist – Alternative Investments- OnSite  within the Financial Services  industry   to jour client,  Onsite, to report to their office in  New York, New York

• $90k Annually
• Spanish Required, Spanish and Portugese a plus
• Series 7 & 63 licenses are required
• CFA and CAIA charter holders are preferred

Our client is seeking an Alternative Investment Sales Specialist for the distribution partnership with one of its largest wealth management clients.  This individual will report to the regional team lead for North America and Latin America.  This role will be responsible for working with our client’s advisors, bankers, investment counselors, specialists and in partnership with third-party managers to grow alternative investment adoption. This role requires an experienced investment professional with alternative investment knowledge, exceptional relationship management, communication and influencing skills and strong sales experience.  

What You Will Be Doing

• Serve as the primary point of contact for sales and service inquiries.
• Generate alternative investment product sales in partnership with external sales partner
• Become an expert on the merits of alternative investments and promote adoption of offerings across our client’s wealth platform.
• Travel in coverage territory as requested by external sales partners to meet clients and prospects or attend conferences and events.
• Work with our wealth client’s Alternative Investments team on new fund launches including driving attendance to launch calls and roadshows, client events and corresponding follow-up.
• Work in close partnership with asset management partners to raise capital for offerings.
• Mandatory CRM usage and maintenance of activity, advisor profiles, and pipeline capture. 

Who You Are

• 5+ years of experience working within the alternative investment industry in a client facing capacity (e.g. internal wholesaler, product specialist, or national accounts coverage)
• Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
• Able to sell and provide support for a diverse platform of hedge fund, private equity, private credit, and real asset offerings
• Series 7 & 63 licenses are required
• CFA and CAIA charter holders are preferred
• Must obtain CAIA within 3 years of hire 
• Fluency in Spanish or Portuguese is required, with Spanish being preferred

If This Sounds Like You, Apply Now! Yoh makes finding and applying for jobs simple. Partner with Yoh to find the right opportunities across multiple industries in the US and UK.


Estimated Min Rate: $63000.00
Estimated Max Rate: $90000.00


What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.