Vice President, Institutional Sales – Alternative Investments

Summary

Role Number:

At BlueCrown, the people here don’t just manage clients’ money – they build a vision that can inspire clients to transform the way they invest. They deliver exceptional client service, operational excellence, commitment to integrity, and a winning culture. Our purpose has always been the same – to help more people experience financial well-being.

The sales and business development team at BlueCrown is the face of our organization on the front line, generating the revenue necessary to drive our ongoing development of investment products and services. This, in return, enhances the financial well-being of millions of people around the world.

 

As Vice President, Institutional Sales – Alternative Investments you will raise capital across alternative investments and serve as a strategic partner to financial advisors, private banks, registered investment advisors (RIAs), family offices, consultants, and institutional investors. You will help clients access compelling private market opportunities and navigate increasingly complex investment environments. In this role, you will originate new business opportunities, deepen existing relationships, and support long-term franchise growth.

This role is remote or hybrid, with up to 40% domestic travel.

Description

  • Lead fundraising and business development initiatives across alternative investment strategies, including private equity, private credit, hedge funds, real assets, infrastructure, and real estate.
  • Build and deepen relationships with financial advisors, private banks, RIAs, family offices, consultants, endowments, foundations, pension plans, and institutional investors.
  • Serve as a trusted advisor by delivering tailored investment solutions, market insights, and portfolio construction perspectives aligned with client objectives.
  • Develop and execute strategic distribution plans designed to expand market penetration, increase adoption of private market solutions, and drive asset growth.
  • Lead investor meetings, due diligence discussions, fundraising presentations, and capital raising efforts across prospective and existing client relationships.
  • Partner closely with investment, product, legal, compliance, operations, and marketing teams to support fund launches, product enhancements, and strategic growth initiatives.
  • Drive advisor engagement through educational programs, thought leadership, industry insights, and consultative relationship management.
  • Manage territory planning, pipeline development, prospecting initiatives, and CRM-driven business development activities.
  • Support investor relations efforts, including investor communications, reporting coordination, fundraising updates, and ongoing relationship management.
  • Represent the firm at industry conferences, investor forums, client events, and strategic partner meetings.
  • Maintain adherence to applicable regulatory and compliance requirements governing alternative investment fundraising and distribution activities.

Minimum Qualifications

Qualification

 

Bachelor’s degree required; MBA, CFA, CAIA, CIMA, or other advanced professional preferred.

 

6+ years and have experience in institutional sales, investment banking or asset management

 

Demonstrated success raising capital and developing relationships with institutional investors, consultants, family offices, RIAs, private banks, or financial advisors.

Strong knowledge of alternative investment strategies, including private equity, private credit, hedge funds, infrastructure, real assets, and real estate.

Experience supporting capital raising efforts for private funds, closed-end funds, evergreen vehicles, interval funds, private credit strategies, or similar alternative investment structures.

Exceptional relationship management, presentation, communication, and business development skills.

Experience working across investment, legal, compliance, operations, and marketing teams within a regulated environment.

FINRA Series 7 and Series 63 required or willingness to obtain upon hire.

Preferred Qualifications

Pay & Benefits

The firm offers a highly competitive compensation structure designed to reward performance, commercial impact, and long-term growth. Base salary is expected to range from $180,000–$300,000, with significant upside potential through discretionary incentive compensation and performance-based equity awards. Total annual compensation may range from $750,000–$1 million+, depending on individual performance and overall business results.

Eligible employees may receive performance-based equity awards that vest upon achievement of defined company objectives and individual performance milestones.

Additional benefits include comprehensive medical, dental, and vision coverage; a 401(k) plan; professional development opportunities; relocation assistance where applicable; and a flexible remote or hybrid work environment.

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Vice President, Institutional Sales – Alternative Investments

BlueCrown • New York, NY (On-site)
1 month ago 233 views
$180K/yr - $300K/yr
$750K/yr - $1M/yr total comp
Full-time
Comprehensive Benefits

Summary

At BlueCrown, the people here don’t just manage clients’ money – they build a vision that can inspire clients to transform the way they invest. They deliver exceptional client service, operational excellence, commitment to integrity, and a winning culture. Our purpose has always been the same – to help more people experience financial well-being.

The sales and business development team at BlueCrown is the face of our organization on the front line, generating the revenue necessary to drive our ongoing development of investment products and services. This, in return, enhances the financial well-being of millions of people around the world.

 

As Vice President, Institutional Sales – Alternative Investments you will raise capital across alternative investments and serve as a strategic partner to financial advisors, private banks, registered investment advisors (RIAs), family offices, consultants, and institutional investors. You will help clients access compelling private market opportunities and navigate increasingly complex investment environments. In this role, you will originate new business opportunities, deepen existing relationships, and support long-term franchise growth.

This role is remote or hybrid, with up to 40% domestic travel.

Description

  • Lead fundraising and business development initiatives across alternative investment strategies, including private equity, private credit, hedge funds, real assets, infrastructure, and real estate.
  • Build and deepen relationships with financial advisors, private banks, RIAs, family offices, consultants, endowments, foundations, pension plans, and institutional investors.
  • Serve as a trusted advisor by delivering tailored investment solutions, market insights, and portfolio construction perspectives aligned with client objectives.
  • Develop and execute strategic distribution plans designed to expand market penetration, increase adoption of private market solutions, and drive asset growth.
  • Lead investor meetings, due diligence discussions, fundraising presentations, and capital raising efforts across prospective and existing client relationships.
  • Partner closely with investment, product, legal, compliance, operations, and marketing teams to support fund launches, product enhancements, and strategic growth initiatives.
  • Drive advisor engagement through educational programs, thought leadership, industry insights, and consultative relationship management.
  • Manage territory planning, pipeline development, prospecting initiatives, and CRM-driven business development activities.
  • Support investor relations efforts, including investor communications, reporting coordination, fundraising updates, and ongoing relationship management.
  • Represent the firm at industry conferences, investor forums, client events, and strategic partner meetings.
  • Maintain adherence to applicable regulatory and compliance requirements governing alternative investment fundraising and distribution activities.

Minimum Qualifications

Bachelor's degree required; MBA, CFA, preferred.

6+ years of experience within institutional sales, alternative investments, asset management, private markets, or investment banking

Demonstrated success raising capital and developing relationships with institutional investors, consultants, family offices, RIAs, private banks, or financial advisors.

Strong knowledge of alternative investment strategies, including private equity, private credit, hedge funds, infrastructure, real assets, and real estate.

Experience supporting capital raising efforts for private funds, closed-end funds, evergreen vehicles, interval funds, private credit strategies, or similar alternative investment structures.

Exceptional relationship management, presentation, communication, and business development skills.

Experience working across investment, legal, compliance, operations, and marketing teams within a regulated environment.

FINRA Series 7 and Series 63 required or willingness to obtain upon hire.

Pay & Benefits

The firm offers a highly competitive compensation structure designed to reward performance, commercial impact, and long-term growth. Base salary is expected to range from $180,000–$300,000, with significant upside potential through discretionary incentive compensation and performance-based equity awards. Total annual compensation may range from $750,000–$1 million+, depending on individual performance and overall business results.

Eligible employees may receive performance-based equity awards that vest upon achievement of defined company objectives and individual performance milestones.

Additional benefits include comprehensive medical, dental, and vision coverage; a 401(k) plan; professional development opportunities; relocation assistance where applicable; and a flexible remote or hybrid work environment.