Own and promote alternative investments by onboarding, educating, and supporting advisors while coordinating cross-functional efforts with Marketing, Sales, GCO, Compliance, Service Delivery, and Clearing to ensure value for partner firms and clients.

• Partnerships & Education: Onboard and promote alternative investments, driving awareness and advisor support.
• Product & Relationship Management: Serve as point of contact and SME for alternative investments and manage relationships with third-party sponsors.
• Training & Enablement: Oversee development and delivery of advisor-facing and internal product training and ongoing content updates.