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Position

Investment Product Specialist

Location: Suburban Maryland/Washington, D.C. areas
Reports to: Chief Investment Officer (CIO)
Remote: In Office
Job Type: Full-time
Salary Range: $100K-$150K

The Firm
AlphaCore Wealth Advisory is a ~$9.5 billion RIA headquartered in La Jolla, California, with offices across the country. We’re a full-service wealth management firm that combines comprehensive wealth planning with a dedicated investment research team, which allows us to build customized investment strategies designed to help our clients reach their financial goals.

With a strong commitment to educating clients and advisers on the merits of daily liquid and private investments (e.g., private equity, private infrastructure, hedge funds, etc.), we are seeking a talented Investment Product Specialist to join our dynamic team. If you are a passionate and skilled investment professional with 3-5 years of experience, we invite you to apply and contribute to our mission of delivering institutional-quality investment research and portfolio management to the wealth management channel.

The Role
As an Investment Product Specialist encompassing both traditional and alternative asset classes, you will play a vital role in accelerating the adoption of AlphaCore investment solutions through education and outreach. The Investment Product Specialist will act as a trusted conduit between the Research team and financial advisors, serving as a subject matter expert on our investment offerings with both advisors and end clients while maintaining a high level of service.

Primary Responsibilities

  • Investment Expertise: As a member of the Research team, you will become a knowledgeable resource on both traditional and alternative strategies. This subject matter expertise will extend across the menu of AlphaCore approved investments.
  • Advisor Education: Help to educate advisors on the firm’s available offerings, and be able to fully address technical, product and performance inquiries.
  • Client and Prospect Engagement: Interact with clients and prospects to understand their investment needs, present portfolio construction solutions, and speak knowledgeably about specific investments.
  • Reporting and Documentation: Prepare comprehensive research reports, client proposals, investment memos, and presentations for internal and external stakeholders.
  • Custom Solutions: Provide guidance on more custom solutions for complex financial planning cases, contributing to portfolio construction where necessary.
  • Opportunistically travel for client engagement or advisor support (if relevant).

Qualifications

  • Bachelor’s degree or MBA with 3-5 years of experience in the financial services industry in an investment role that could encompass areas such as investment research, business development or relationship management (private market experience preferred).
  • Progress towards CFA, CAIA, or similar professional designation preferred.

Skills & Attributes

  • Entrepreneurial mindset with a high level of accountability and strong attention to detail.
  • Excellent written and verbal communication skills, with the ability to convey complex ideas clearly.
  • Strong interpersonal skills with proven ability to build effective relationships in a client-facing setting.
  • Collaborative in nature, thriving in a fast-paced, team-focused environment.
  • Innate curiosity and adaptability – must be able to process large volume of information and manage competing priorities.
  • Strong time management and organizational skills.
  • Demonstrated record of success in a highly technical investment environment.

Expectations

  • Full-time in office role.
  • Location preferred Bethesda, MD office.

Why AlphaCore Wealth Advisory?
At AlphaCore Wealth Advisory, we offer a collaborative and dynamic work environment where your expertise and insights are valued. You’ll have the opportunity to work alongside experienced professionals and contribute to our mission of delivering institutional-quality investment solutions within a boutique wealth management firm. In addition to a competitive compensation package, we provide opportunities for professional development and growth.

If you are an analytical thinker with a passion for alternative asset classes and a proven track record in relationship management, we encourage you to apply.

To apply, email a cover letter and resume to [email protected]. 

AlphaCore is an SEC registered investment advisor and required to track certain political contributions under rule 206(4)-5. Therefore, you will be required to disclose your prior political contributions.

AlphaCore is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual’s race, color, religion, age, gender, gender identity, sexual orientation, national origin, ancestry, marital status, medical condition, genetic information, veteran status or disability.For more information about the company, please refer to our website at www.alphacore.com.

Personnel/Applicant Privacy Notice
AlphaCore is committed to safeguarding the privacy of our personnel and job applicants. AlphaCore does not “sell” (as that term is defined in the CCPA) your personal information. Please see our Privacy Policy for details.

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