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Onboarding Platform Strategist, Alternative Investments

Company: 1776ing
Location: Atlanta
Posted on: January 16, 2022

Job Description:

1776ing is the leading white-label Reg(D) offering platform connecting Alternative Investments with advisors and investors. Our technology platform enables accredited investors and institutions, in collaboration with their trusted advisors, to seek out, evaluate, diligence and then invest in opportunities to grow their wealth.
1776ing is looking for a motivated candidate with an entrepreneurial spirit to work in collaboration with our VP of Sales in expanding platform partnerships with 1776ing and members of the Alternative Investment community.
The ideal candidate will have strong project management skills, lead and manage complex client onboarding engagements with minimal oversight, and most important, a deep-seated desire to be helpful. This is a fast-paced role that is critical to the success of this team and can help you to embark on a long-term career within Alternative Investments. You will become part of a collaborative team and will be motivated and incentivized to see the entire team succeed.
What we are looking for:

  • 5+ years of demonstrated ability, preferably in the investment or asset management industry within a consulting/financial advisory firm, investment management firm, or banking institution.
  • College degree or equivalent experience required.
  • Knowledge of Salesforce or other CRM, or proven ability to quickly master new technologies, work with data and build reports.
  • Flexibility to contribute to our overall team performance, not just focus on your formal responsibilities.
  • Collaborative work style, with the ability to take ownership and meet objectives.
  • Continuous improvement approach, with eye for seeing how processes and programs can become better and taking the steps to improve them.
  • Positive attitude and flexible mindset when confronted by new challenges and unanticipated deadlines.
  • Proficient with MS Office, including Excel and good database skills
  • A current understanding (or strong desire to learn) of capital markets, as well as Alternative Investment knowledge would be a plus
    What it is: This role provides the right person with unlimited opportunities to pursue a client relations role, and beyond, in the startup/alternative investments space.
    What it isnt: This role isnt routine. If you dont have a creative drive and results-orientation, it would be best to pass on us and keep looking.
    76ing verb: Taking action to create ones own wealth and prosperity.

    by Jobble

Keywords: 1776ing, Atlanta , Onboarding Platform Strategist, Alternative Investments, Other , Atlanta, Georgia

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