Alternative Investment Sales Representative

Patrick Capital Markets is looking for an Alternative Investment Sales Representative to join our sales team. You will be a part of the sale of private placement products with an emphasis on products that provide the investor with a tax advantaged return and superior returns uncorrelated with the publicly traded markets. The position is being offered with a leading managing broker dealer or one of its affiliates.  Training to be provided.  Travel and other expenses are covered in a comprehensive compensation package. 

Responsibilities:
·         Develop and execute a sales strategy consistent with the sales goals of the managing broker dealer or its affiliates.

·         Maintain and cultivate existing Advisor, CPA, Broker-Dealer, and RIA relationships and aggressively expand new relationships across accounting practices, law practices, BDs, and RIAs.

·         Convey deep technical knowledge of the firm's or affiliate’s investment strategies and product vehicles.

Qualifications & Requirements:
·         Bachelor's degree, or equivalent, in Economics, Finance, Accounting or related field

·         Series 7, 22, or 82 Licensed and Series 63 Licensed or ability to pass required securities licenses.

·         Additional credentials preferred but not required (CPA, CIMA, CAIA, CFA, etc.).

·         Experience working with individual taxpayers in a tax preparation or tax planning role helpful but not required.

Travel:
·         Significant travel required.