Water Island Capital
Event-Driven. Client-Focused.

Employment

Employment

Water Island Capital is defined by its people. While diverse in background, the individuals at our firm are united by their talent, drive, and dedication. If you build your career with Water Island, you join a dynamic team that seeks to constantly grow, lead, and innovate on behalf of our clients.

We seek individuals who are intellectually curious, will thrive in a collaborative environment, and who want to have a discernible impact. If you are interested in employment opportunities at Water Island Capital, please get in touch.

 

Current Opportunities

Product Specialist – Western Region

 

Overview

Water Island Capital is seeking an experienced Regional Sales Director/Product Specialist who will be responsible for business development and client service in the West Territory.

Responsibilities

Role: Drive AUM growth and client service/retention across region.

The Regional Sales Director/Product Specialist will not only focus on raising assets across our mutual fund family but will also serve as a respected liaison to our clients while providing a full breadth of information on the firm’s strategies to all channels (RIA, Independent, and Wirehouses). This individual will work closely with other areas of the organization (National Accounts, Investor Relations, Portfolio Management). While this person will report directly to the firm’s Lead Product Specialist, the Regional Sales Director/Product Specialist will collaborate regularly with senior members of the firm that are responsible for client interaction and portfolio management.

Requirements

  • Proven track record of developing and implementing a business strategy focused on relationships across channels within the West and must be based in California

  • Superior territory management abilities that include a clearly defined process across the entire sales process from new client generation to robust client service

  • Consultative sales approach that is product and structure agnostic

  • Ability to collaborate with financial professionals at a high level and to be a resource to our financial advisory partners

  • Strong capital markets knowledge and an understanding of complex alternative investments solutions that can be clearly articulated to advisors and analysts

  • Excellent presentation and communication skills

  • Demonstrates the ability to present creative ideas as it pertains to marketing and discussion of alternative strategies

  • Exhibits the ability to work in a team-oriented environment but also as a stand-alone professional driven to grow sales and market share within territory

  • 80% travel in territory

Qualifications

  • Bachelor’s degree required; advanced degree preferred

  • CFA/CAIA/CFP preferred

  • Minimum 3+ years of outside sales experience

  • FINRA Series 7 & 63 or 65/66 licenses required