Strategy Head-Hedge Fund Origination

8+ years in the alternative investments industry, direct relevant work a plus
Highly organized and detail oriented with the ability to think and act strategically
Excellent communication, interpersonal, and presentation skills
Ability to work independently and collaboratively at all levels within the organization
Strong project and time management skills; ability to lead cross functional work efforts
Ability to identify, prioritize and execute timely business priorities
Enthusiastic about educating junior members of the origination team, willing to delegate responsibility, and guide junior members through challenges
Candidates required to hold Series 7 and Series 66 (or Series 63 and 65)

Primary point of contact for third party asset managers, responsible for cultivating strong relationships and creating alignment between third party managers’ and Merrill’s goals
Responsible for sourcing best in class hedge fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development, and utilize network of asset manager connections to find new offerings
Responsible for negotiating business terms, such as offering and price structures, exclusivity, capacity and protection rights for Merrill and Private Bank clients and drafting distribution agreement with asset managers
Lead the fund launch process by coordinating across asset managers, CIO due diligence, platform, operational, and distribution teams
Act as primary liaison between asset manager and internal teams, communicating important fund updates to clients, financial advisors and to internal teams
Drive business development, growth, and operational excellence across multiple lines of business in alignment with one Investment Solutions Group goal.

Bachelor’s degree preferred; advanced degree desired (MBA or CFA; CAIA designation preferred)