Date Posted: November 19, 2008
Company: Altegris Investments
Website: www.ekrecruiting.com
Compensation: $45,000k plus commission first year 70-80k total comp
Experience: 3 years minimum
Type: Full Time
Location: San Diego, CA
Contact: Erik Kudrna

Description: Altegris Investments is a dynamic, growing, investment firm headquartered a block from the ocean in beautiful La Jolla, California – a suburb of San Diego. We gather information on thousands of hedge funds and managed futures products and negotiate access with a select group of these products in order to offer them to our deep list of clients and prospects. Our current clients have $2.4 billion in trading level allocated to investments on our platform.
Altegris is looking for a sales Account Executive to be responsible for cultivating relationships and introducing our hedge fund products to the Registered Investment Adviser (RIA) community and high net worth clients and prospects.

Responsibilities include:

• Educating clients about the products on the Altegris platform
• Contacting and qualifying leads
• Following up after Sales VP’s initial RIA sales visits, including:
o Providing advisers with database access
o Answering advisers’ questions about our funds
o Closing sales with individual advisors
• Actively networking with existing leads to identify potential prospects
• Ensuring that all logistical and operational details necessary for sales are handled effectively
• Acting as a liaison between Sales VP and RIA clients
• Demonstrating extensive knowledge of how products on the Altegris platform may complement other investment products
• Working jointly with Sales VP to develop RIA marketing plans
• Building custom portfolios of hedge fund products using our proprietary software
• Helping to implement and enhance “white glove” service to clients

The position requires:

• Deep knowledge of investments, preferably alternatives
• Familiarity with the world of RIAs
• Series 7 and 66 licenses

Preferred:

• CAIA certification
• Previous experience wholesaling to RIAs

We pride ourselves on our people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where our employees can excel. Compensation commensurate with experience and background. Attractive payout schedule.

Please submit your MS Word resume to our recruiter to be considered for this position.