Investment Fund Sales (RIAs and accredited investors) at STRADIGI CONSULTING

Santa Monica, California, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Feb, 26

Salary

0.0

Posted On

06 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Relationship Building, Communication Skills, Autonomy, Cloud-Based Platforms, CRM Experience, Alternative Investment Knowledge, Real Estate Lending

Industry

Financial Services

Description

We are looking for a self-motivated, hungry and entrepreneurial salesperson to help drive the sales efforts for our real estate lending fund. You would be expected to gain a deep understanding of our market and the Fund's strategy, and to be able to build relationships and convert them into meaningful investment channels for our firm. We are a boutique emerging fund manager. Our flagship Faes & Co Income Fund is focused on real estate lending. We have a niche strategy, originating and funding real estate bridging loans, with the aim of providing investors a consistent, stable, asset-backed return. The Fund launched in 2023, and we have good momentum with the Fund's sales with both accredited investors directly, and through Registered Investment Advisors (RIAs). The Fund is also available through the Schwab platform. We are looking for someone to join our highly motivated team to help drive sales, and build relationships, across all channels. Our firm's principal, Christian Faes, has previously built large funds platforms in different geographies (now managing over $5 billion), and our small team is made up of experienced fund operators. Generally, our company’s culture will see you have: a willingness to work hard and have a ‘can do’ attitude the ability to build relationships and have strong verbal, written, and interpersonal communication skills the ability to work autonomously and to prioritize tasks accordingly a willingness to ‘get involved’ with the business and provide help and assistance as required experience using the latest cloud-based business efficiency platforms such as Google Business Apps, and Slack etc experience with Hubspot as a CRM, would be a big advantage The ideal candidate will have: hustle, and the ability to pick up the phone and make calls, present our Fund, build relationships and get meetings for our key people with RIAs and investors. experience with sales and a working knowledge of the alternative investment landscape would be helpful. 401(k) with employer contribution 10 days paid holiday competitive salary commensurate with experience, plus commission medical insurance parking in our building endless snacks, good coffee, regular office lunches, and a great work environment

Responsibilities

The role involves driving sales efforts for a real estate lending fund by building relationships with accredited investors and RIAs. The candidate is expected to gain a deep understanding of the market and convert relationships into investment channels.