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The role involves generating sales of alternative investment products, managing client relationships, and promoting investment opportunities within a wealth management platform.

The Product Specialist VP will drive sales and educate advisors on iDirect products, manage client relationships, and support marketing efforts.

The Product Specialist Vice President will support iDirect product sales, develop client relationships, and educate advisors in the Pacific Northwest markets while working closely with the Sales team.

Lead the Midwest team in alternative investments, enhancing sales processes and developing client relationships while complying with licensing requirements.

The Regional Director will drive sales of alternative investment products, educate clients, and collaborate with team partners to optimize capital raising efforts.