Seeking Outstanding Candidates

Altegris Investments is a La Jolla based broker-dealer that specializes in providing financial professionals, as well as individual sophisticated investors and family offices, with alternative investments, including private placements, managed futures strategy funds, managed futures separate accounts and mutual funds.

Current Openings at Altegris Investments

We are a dynamic and growing investment firm in La Jolla, California specializing in alternative investments. One of our goals is to provide our clients with access to the highest quality alternative investment managers with historically low correlation to traditional investment asset classes and, when possible, at lower investment minimums. Altegris currently has approximately $2.55 billion in client assets, and provides clearing services to $800 million in institutional client assets.

We pride ourselves on our people. We are looking for entrepreneurial, motivated team members committed to fostering an environment where people excel. If you are interested in any of the openings below, we invite you to contact us at careers@altegris.com. Altegris is an Equal Opportunity Employer.

Click on the links below to learn more about the current job opportunities with Altegris Investments.

• Advertising Compliance Manager
  Altegris is a pre-eminent provider of alternative investments. Our mission is to find the best alternative investment managers and bring them to our clients through alternative mutual funds, private funds, and futures managed accounts. Our suite of products is sold through the intermediary channel, including wirehouses, independent broker/dealers and registered investment advisors. We also have a robust Private Client Group that works directly with high net worth individuals and family offices. The Altegris companies represent approximately $3.36 billion in client assets, and provide futures clearing services to accounts representing $774 million in institutional assets. We pride ourselves on our people and are strongly committed to our company motto: Trusted Alternatives. Intelligent Investing.
  
  Altegris is in a very exciting growth phase and is searching for a talented and motivated Advertising Compliance Manager to be an integral member of the Legal and Compliance Team. The right candidate must have the temperament to thrive in our high-velocity, demanding business culture and enjoy interacting with high-octane, committed co-workers who enjoy working together, value collaboration, and are passionate about providing our clients with access to some of the best investment managers in the alternatives industry.
  
  Genworth Financial Wealth Management, Inc. (GFWM), a wholly owned subsidiary of Genworth Financial, Inc. (NYSE: GNW), is a leader in meeting the increasingly complex needs of today's independent financial advisors. GNW recently acquired the Altegris group of affiliated companies, which operate as a division within GFWM.
  
  Responsibilities:
  
  Altegris’ Legal and Compliance team must annually coordinate, with the Marketing and Research Departments, the review, approval and periodic updating of hundreds of marketing and advertising pieces relating to its product suite. These materials include website content, presentations, fact sheets, reprints, letters, institutional sales materials, direct marketing campaigns, economic and industry reports and certain internal communications. The firm utilizes an internet-based portal to facilitate the review and processing of all materials and ensure compliance with applicable SEC, FINRA, CFTC, NFA and other regulatory standards.
  
  Altegris’ Advertising Compliance Manager will take a leadership role in conducting and managing the advertising and compliance review/approval process, in coordination with the Marketing and Research Departments. The successful candidate will be the firm’s principal point of contact and will be primarily responsible for the following:
  
  • Reviewing investment company, private-placement and commodity-futures marketing, advertising and promotional materials to ensure compliance with all regulatory requirements
  • Interacting frequently with the principal underwriter of mutual funds advised by Altegris, and coordinating with the staff of the Sales, Legal and Compliance, Marketing and Research Departments concerning advertising review matters
  • Communicating and advocating effectively with the staff of FINRA’s advertising regulation department and other regulators regarding advertising review matters
  • Monitoring compliance issues relevant to advertising and marketing materials and staying current on FINRA, SEC, State and internal standards
  • Ongoing management, mastery and oversight of the internet-based portal to facilitate the review and processing of advertising materials, including the training of new users
  
  Requirements:
  
  • Bachelor’s degree
  • FINRA Series 7 and Series 24 licenses or willingness to obtain the 24 within 90 days
  • A minimum of 5 years’ experience reviewing advertising and sales materials with related work experience in the securities industry
  • Proven knowledge of relevant SEC and FINRA advertising and related regulations
  • Well-organized and highly efficient, possessing excellent verbal and written communications skills and the ability to interact and communicate effectively with management-level personnel, subject-matter experts, legal counsel, and regulatory agencies
  • Excellent interpersonal skills and the ability to remain fully engaged with all business clients and work well under pressure
  • Confident self-starter with ability to work independently with minimal supervision
  • Ability to thrive in a demanding and fluid environment presenting frequent work-flow and project-priority changes
  • Proficiency in MS Office Applications, including Word, Excel and Outlook, and in Adobe Acrobat Professional
  
  Preferred:
  
  • Alternative-investment experience
  • Knowledge of CFTC and NFA promotional materials regulations
  • Prior knowledge of Crystal Reports, MS Visio and Goldmine (or other CRM tools)
  
  We offer:
  • A competitive salary
  • Excellent benefits, including medical, dental, and vision
  • Paid vacation
  • Flexible spending account
  • 401 (k) plan
  
  Altegris prides itself on its people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where these people can excel. We invite you to contact us at careers@altegris.com. EOE
  
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• Database Administrator
  DATABASE ADMINISTRATOR
  Altegris is a pre-eminent provider of alternative investments. Our mission is to find the best alternative
  investment managers and bring them to our clients through alternative mutual funds, private funds, and
  futures managed accounts. Our suite of products is sold through the intermediary channel, including
  wirehouses, independent broker/dealers and registered investment advisors. We also have a robust
  Private Client Group that works directly with high net worth individuals and family offices. The Altegris
  companies represent approximately $3.36 billion in client assets, and provide futures clearing services to
  accounts representing $774 million in institutional assets. We pride ourselves on our people and are
  strongly committed to our company motto: Trusted Alternatives. Intelligent Investing.
  Genworth Financial Wealth Management, Inc. (GFWM), a wholly owned subsidiary of Genworth
  Financial, Inc. (NYSE: GNW), is a leader in meeting the increasingly complex needs of today's
  independent financial advisors. GNW recently acquired the Altegris group of affiliated companies,
  which operate as a division within GFWM.
  
  Altegris is seeking a mid-level Database Administrator to join its growing technology team. This is a
  production MSSQL Server DBA role, and as such, it will require a commitment and willingness to have a
  flexible schedule when needed. Some of the primary responsibilities of this role will include ensuring
  consistent uptime and performance of the production SQL servers, automating and monitoring routine
  tasks (back-ups, maintenance, etc.) and working with the development team to improve the efficiency
  of SQL queries.
  
  Responsibilities:
  • Develop automation scripts for back-ups and refreshing development environments
  • Review Execution Plans
  • Deploy new SQL queries and reports to production
  • Performance tune and optimize SQL server
  • Write SQL queries to assist development with data retrieval
  • Upgrade and patch SQL servers
  • Mentor and train junior staff
  • Review new database technologies
  
  Requirements:
  • Experience with Database Administration for MSSQL Server 2008 R2
  • Knowledge of SQL Clusters
  • Experience in troubleshooting and resolving database problems
  • Experience in Performance Tuning and Optimization (PTO), using native monitoring and
  troubleshooting tools
  • Experience with back-ups, restores and recovery models
  • Knowledge of High Availability (HA) and Disaster Recovery (DR) options for MSSQL Server
  • Experience in implementing operational automation using scripts
  • Knowledge of indexes, index management, and statistics
  • Experience working with Windows server, including Active Directory and proper disk
  configurations
  
  Preferred:
  • Administration and configuration of SQL Reporting Services
  • Configuration and maintenance of SQL Analysis Server
  • Business Intelligence development skills (reports, cubes, etc.)
  
  We offer:
  • A competitive salary
  • Excellent benefits, including medical, dental, and vision
  • Paid vacation
  • Flexible spending account
  • 401 (k) plan
  
  Altegris prides itself on its people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where these people can excel. We invite you to contact us at careers@altegris.com. EOE
  
  Download
• Director - Sales Strategy and Channel Marketing
  DIRECTOR – SALES STRATEGY and CHANNEL MARKETING
  
  Altegris is a pre-eminent provider of alternative investments. Our mission is to find the best alternative investment managers and bring them to our clients through alternative mutual funds, private funds, and futures managed accounts. Our suite of products is sold through the intermediary channel, including wirehouses, independent broker/dealers and registered investment advisors. We also have a robust Private Client Group that works directly with high net worth individuals and family offices. The Altegris companies represent approximately $2.88 billion in client assets, and provide futures clearing services to accounts representing $780 million in institutional assets. We pride ourselves on our people and are strongly committed to our company motto: Trusted Alternatives. Intelligent Investing.
  
  Altegris is in a very exciting growth phase and is searching for a talented and motivated Director - Sales Strategy and Channel Marketing to be an integral member of the Marketing Team. The right candidate must have the temperament to thrive in our high-velocity, demanding business culture and enjoy interacting with highoctane, committed co-workers who enjoy working together, value collaboration, and are passionate about providing our clients with access to some of the best investment managers in the alternatives industry.
  
  Genworth Financial Wealth Management, Inc. (GFWM), a wholly owned subsidiary of Genworth Financial, Inc. (NYSE: GNW), is a leader in meeting the increasingly complex needs of today's independent financial advisors. GNW recently acquired the Altegris group of affiliated companies, which operate as a division within GFWM.
  
  Responsibilities:
  The Director - Sales Strategy and Channel Marketing will be responsible for overall sales and field support. The duties will include:
  • Developing and producing timely/opportunistic sales campaigns and new asset-gathering and retention programs (relationship marketing)
  • Managing sales requests for “one-off” presentations, materials, etc.
  • Developing a library on our intranet with an up-to-date catalogue of materials and presentations
  • Managing the Marketing Department’s overall strategic role at conferences and events
  • Managing the Altegris Academy Advisor Resource Center
  • Developing and/or overseeing all non-product, or strategy-related, communications, such as AdvisorTraining Modules relating to “How to Sell and Use Alternatives”
  • Managing our annual Strategic Investment Conference
  • Developing holistic programs to increase sales and brand awareness, utilizing targeted messaging and education
  • Developing and directing client experience events and communications
  • Coordinating and managing a Sales Advisory Board
  • Managing and coordinating a calendar of quarterly webinars, trade shows and conferences
  • Collaborating with the Director of Online Marketing for database opportunities
  • Managing the Genworth relationship
  
  Requirements:
  • 10+ years of experience in the financial-services industry, in a marketing, sales support or strategy role, preferably with an asset/investment-management firm with a strong focus on the intermediary distribution channel
  • Strong left/right brain competencies
  • Solid organizational and communication skills
  • Management experience with large sales and client events, conferences
  • Database/relationship-management experience
  • Solid writing and creative skills
  • Ability to think and execute on both strategic and tactical levels
  
  Preferred:
  • Direct experience developing and managing advisor resource/practice-management programs for
  professional financial investors
  • Prior sales-advisory experience, such as in financial advising, field sales, etc.
  
  We offer:
  • A competitive salary
  • Excellent benefits, including medical, dental, and vision
  • Paid vacation
  • Flexible spending account
  • 401 (k) plan
  
  Altegris prides itself on its people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where these people can excel. We invite you to contact us at careers@altegris.com. EOE
  
  Download
• Event Planner
  Altegris is a pre-eminent provider of alternative investments. Our mission is to find the best alternative investment managers and bring them to our clients through alternative mutual funds, private funds, and futures managed accounts. Our suite of products is sold through the intermediary channel, including wirehouses, independent broker/dealers and registered investment advisors. We also have a robust Private Client Group that works directly with high net worth individuals and family offices. The Altegris companies represent approximately $3.36 billion in client assets, and provide futures clearing services to accounts representing $774 million in institutional assets. We pride ourselves on our people and are strongly committed to our company motto: Trusted Alternatives. Intelligent Investing.
  
  Altegris is in a very exciting growth phase and is searching for a talented and motivated Event Planner to be an integral member of our Sales team. The right candidate must have the temperament to thrive in our high-velocity, demanding business culture and enjoy interacting with high-octane, committed co-workers who enjoy working together, value collaboration, and are passionate about providing our clients with access to some of the best investment managers in the alternatives industry.
  
  Genworth Financial Wealth Management, Inc. (GFWM), a wholly owned subsidiary of Genworth Financial, Inc. (NYSE: GNW), is a leader in meeting the increasingly complex needs of today's independent financial advisors. GNW recently acquired the Altegris group of affiliated companies, which operate as a division within GFWM.
  
  Responsibilities:
  
  The primary purpose of this role is to manage sales events and meetings, as well as assist with other Altegris events. Job responsibilities include:
  
  • Managing all contractual and logistical work associated with planning and executing conferences, road shows, due-diligence meetings, Genworth meetings, and events for primary clients
  • Collaborating with the Marketing Department and external wholesalers to develop and execute an events calendar that targets both investment advisors and private clients
  • Management of Altegris conference materials, including presentation booths
  • Understanding Altegris products, culture and market position in order to design events that highlight Altegris as an educator in the alternative investments space
  • Assisting with negotiations for space contracts and booking event space, arranging food and beverages, ordering supplies and audio-visual equipment, ordering event signs, and ensuring appropriate décor (florals, linens, color schemes, etc.) meet the quality expectations of the attendees
  • Creating room layouts for each event
  • Proposing new ideas to improve the event planning and implementation process by conducting research, making site visits and identifying new resources
  • Assisting with on-site production and clean-up for events
  • Managing production of name tags, materials, notebooks, packages, gift bags, registration lists, seating cards, etc.
  • Closing out all events
  • Serving as a liaison with vendors on event-related matters
  • Coordinating, tracking and following-up on attendee manifests for events
  • Planning, tracking and controlling meeting metrics, expenses, attendance, productivity, and promotional response
  • Managing multiple projects and tight deadlines, demonstrating flexibility in a fast-paced environment
  • Organizing and delivering events/projects on time and on budget
  
  Requirements:
  
  • 5+ years of experience in corporate event planning and meeting management
  • High level proficiency in Microsoft Office applications, including Word, Excel, PowerPoint and Outlook
  • Proven ability to manage several large-scale projects that occur simultaneously
  • Excellent project management and organizational skills
  • Ability to travel approximately 25% per year
  • High level of initiative and self-motivation
  • Team player with positive, can-do attitude
  • Ability to work effectively with all levels of the sales organization and across functions
  • Detail-oriented
  • Bachelor’s degree in Event Management/Tourism/Marketing
  • Excellent interpersonal and communications skills
  
  Preferred:
  
  • CMP certification
  • Previous work in the financial-services industry
  
  We offer:
  • A competitive salary
  • Excellent benefits, including medical, dental, and vision
  • Paid vacation
  • Flexible spending account
  • 401 (k) plan
  
  Altegris prides itself on its people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where these people can excel. We invite you to contact us at careers@altegris.com. EOE
  
  Download
• Executive Assistant - Business Development
  Executive Assistant – Business Development
  
  Altegris is a pre-eminent provider of alternative investments. Our mission is to find the best alternative investment managers and bring them to our clients through alternative mutual funds, private funds, and futures managed accounts. Our suite of products is sold through the intermediary channel, including wirehouses, independent broker/dealers and registered investment advisors. We also have a robust Private Client Group that works directly with high net worth individuals and family offices. The Altegris companies represent approximately $2.88 billion in client assets, and provide futures clearing services to accounts representing $780 million in institutional assets. We pride ourselves on our people and are strongly committed to our company motto: Trusted Alternatives. Intelligent Investing.
  
  Altegris is in a very exciting growth phase and is searching for a talented and motivated Executive Assistant to be an integral member of the Business Development Team. The right candidate must have the temperament to thrive in our high-velocity, demanding business culture and enjoy interacting with high-octane, committed co-workers who enjoy working together, value collaboration, and are passionate about providing our clients with access to some of the best investment managers in the alternatives industry.
  
  Genworth Financial Wealth Management, Inc. (GFWM), a wholly owned subsidiary of Genworth Financial, Inc. (NYSE: GNW), is a leader in meeting the increasingly complex needs of today's independent financial advisors. GNW recently acquired the Altegris group of affiliated companies, which operate as a division within GFWM.
  
  Responsibilities:
  
  The primary purpose of this role is to provide the EVP of Business Development with the administrative support necessary to be maximally effective in his role. Job responsibilities include:
  
  • Assisting the EVP to focus on his key priorities through strong organization and calendar
  management
  • Anticipating and responding to the EVP’s needs and requests
  • Listening to calls conducted by the EVP and documenting key points and decisions
  • Prioritizing business contacts to maximize the EVP’s productivity
  • Maintaining the EVP’s business calendar, including scheduling meetings, conferences and
  dinners, along with associated travel arrangements and materials
  • Managing the EVP’s mail, telephone, voicemail and e-mail correspondence, including
  establishing an organized e-mail structure via the use of folders and labels so that the EVP can
  quickly access and process important tasks
  • Tracking projects and employees’ responsibility for providing deliverables to the EVP
  • Working collaboratively with multiple departments to execute sales and operational tasks
  • Preparing expense reports and reconciling credit-card charges and receipts
  • In general, acting as a liaison for all issues directed to the EVP
  
  Requirements:
  • Outstanding professionalism and client-service skills
  • 3+ years of experience as an administrative assistant
  • Exceptional attention-to-detail and organizational ability
  • Strong confidence and ability to take initiative
  • Excellent math aptitude
  • Outstanding computer skills - Excel and Word mastery
  
  We offer:
  • A competitive salary
  • Excellent benefits, including medical, dental, and vision
  • Paid vacation
  • Flexible spending account
  • 401 (k) plan
  
  Altegris prides itself on its people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where these people can excel. We invite you to contact us at careers@altegris.com. EOE
  
  Download
• Internal Sales VP and Consultant, Intermediary Channel (NY-NJ Territory)
  Internal Sales VP and Consultant, Intermediary Channel
  
  Altegris is a dynamic, successful investment firm specializing in alternative investments. We gather
  information on thousands of hedge funds and managed-futures managers and strategies, and after due
  diligence, offer a select group of these investment solutions, via mutual funds, private placements,
  and/or managed-futures separate accounts, to our deep list of clients, prospects and distribution
  channels. The Altegris companies represent approximately $2.88 billion in client assets, and provide
  futures clearing services to accounts representing $780 million in institutional assets. This position is
  with Altegris Investments, Inc., a registered broker-dealer affiliate within the Altegris companies, located
  in La Jolla, California.
  
  Altegris is in a very exciting phase of growth and searching for a talented and motivated Internal Sales
  Vice President and Consultant to be an integral member of the intermediary Sales Team. The right
  candidate must have the temperament to thrive in our high-velocity, demanding business culture and
  enjoy interacting with high-octane, committed co-workers who enjoy working together, value
  collaboration, and are passionate about providing our clients with access to some of the best investment
  managers in the alternatives industry. We pride ourselves on our people and are strongly committed to
  our company motto: Trusted Alternatives. Intelligent Investing.
  
  Genworth Financial Wealth Management, Inc. (GFWM), a wholly owned subsidiary of Genworth
  Financial, Inc. (NYSE: GNW), is a leader in meeting the increasingly complex needs of today's
  independent financial advisors. GNW recently acquired the Altegris group of companies, which operate
  as a division with GFWM.
  
  The job responsibilities of this role include:
  • Raising assets in our Intermediary Channel by contacting and qualifying leads, as well as actively
  networking with existing clients to identify prospects in the territory
  • Working closely with an external Sales Director to conduct territory analysis and business
  planning to maximize territory goals in the territory
  • Following up after the Sales Director’s initial sales visits, including:
  - Providing clients with database access
  • Answering client questions, providing education and “white-glove” support
  • Closing sales
  - Scheduling phone and onsite meetings for the Sales Director
  - Developing a structured call schedule
  - Building custom portfolios of investment products using our proprietary software
  - Demonstrating extensive knowledge of how products on the Altegris platform may complement
  other investment products
  - Ensuring that all logistical/operational details necessary for sales are handled effectively
  
  Requirements:
  • 2+ years of verifiable sales success as an internal wholesaler
  • Strong ability to analyze asset-allocation strategies
  • Knowledge of alternative investments
  • Excellent computer skills
  • Bachelor’s degree
  • Series 7 (or a combination of 6 and 22) FINRA License
  
  Preferred:
  • Managed futures and/or hedge fund experience
  • Series 3 (or 31) NFA License
  • CAIA
  
  Competitive compensation and an attractive payout schedule.
  
  We offer:
  • A competitive salary
  • Excellent benefits, including medical, dental, and vision
  • Paid vacation
  • Flexible spending account
  • 401 (k) plan
  
  Altegris prides itself on its people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where these people can excel. We invite you to contact us at careers@altegris.com. EOE
  
  Download
• Marketing Coordinator
  MARKETING COORDINATOR
  
  Altegris is a pre-eminent provider of alternative investments. Our mission is to find the best alternative
  investment managers and bring them to our clients through alternative mutual funds, private funds, and
  futures managed accounts. Our suite of products is sold through the intermediary channel, including
  wirehouses, independent broker/dealers and registered investment advisors. We also have a robust Private
  Client Group that works directly with high net worth individuals and family offices. The Altegris companies
  represent approximately $2.88 billion in client assets, and provide futures clearing services to accounts
  representing $780 million in institutional assets. We pride ourselves on our people and are strongly
  committed to our company motto: Trusted Alternatives. Intelligent Investing.
  
  Altegris is in a very exciting growth phase and is searching for a talented and motivated Marketing
  Coordinator to be an integral member of the Marketing Team. The right candidate must have the
  temperament to thrive in our high-velocity, demanding business culture and enjoy interacting with highoctane,
  committed co-workers who enjoy working together, value collaboration, and are passionate about
  providing our clients with access to some of the best investment managers in the alternatives industry.
  Genworth Financial Wealth Management, Inc. (GFWM), a wholly owned subsidiary of Genworth Financial, Inc.
  (NYSE: GNW), is a leader in meeting the increasingly complex needs of today's independent financial advisors.
  GNW recently acquired the Altegris group of affiliated companies, which operate as a division within GFWM.
  
  Responsibilities:
  
  The Marketing Coordinator will work with a dynamic and growing Marketing team to promote a family of
  premier alternative investments, including mutual funds, private funds and managed accounts. Job
  responsibilities include:
  • Assisting the Chief Marketing Officer with public relations, advertising placement and overall project
  management with agency vendors
  • Coordinating with, and assisting members of, the Marketing and Sales Departments with materials
  requests, campaigns and client-servicing issues
  • Reviewing, proofing, editing and finalizing marketing materials to ensure consistency and accuracy
  • Coordinating with Marketing managers to ensure completion of campaigns
  • Entering and editing information in our CRM and marketing databases to support webinars, email
  campaigns, and other events
  • Assisting in the production of print and electronic marketing materials and programs
  • Assisting in the maintenance of creative standards through efficient and effective work and careful
  quality control
  • Maintaining the highest levels of customer service to internal and external customers
  • Taking ownership of select projects from inception through implementation
  • Event planning and coordination, including our annual Altegris Strategic Investment Conference and
  other Altegris sales-related events
  
  Requirements:
  
  • Bachelor’s degree, preferably with a major in Marketing, Business Administration or Finance
  • 1 - 3 years of business experience, including exposure to alternative investments and mutual funds, at
  an investment management, asset management, financial services firm or advertising/marketing
  agency
  • Ability to self-start and work under pressure
  • Strong critical-thinking and problem-solving skills
  • Strong organizational skills with attention to detail
  • Strong project-management skills with the ability to multi-task
  • Superior project-execution skills
  • Strong team player with the ability to adapt to an ever-changing, organic environment
  • Mastery of Microsoft Office (Word, PowerPoint, Excel, etc.)
  
  We offer:
  • A competitive salary
  • Excellent benefits, including medical, dental, and vision
  • Paid vacation
  • Flexible spending account
  • 401 (k) plan
  
  Altegris prides itself on its people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where these people can excel. We invite you to contact us at careers@altegris.com. EOE
  
  Download
• Operations Assistant
  Altegris is a pre-eminent provider of alternative investments. Our mission is to find the best alternative investment managers and bring them to our clients through alternative mutual funds, private funds, and futures managed accounts. Our suite of products is sold through the intermediary channel, including wirehouses, independent broker/dealers and registered investment advisors. We also have a robust Private Client Group that works directly with high net worth individuals and family offices. The Altegris companies represent approximately $3.36 billion in client assets, and provide futures clearing services to accounts representing $774 million in institutional assets. We pride ourselves on our people and are strongly committed to our company motto: Trusted Alternatives. Intelligent Investing.
  
  Altegris is in a very exciting growth phase and is searching for a talented and motivated Operations Assistant to be an integral member of the Operations Team. The right candidate must have the temperament to thrive in our high-velocity, demanding business culture and enjoy interacting with high-octane, committed co-workers who enjoy working together, value collaboration, and are passionate about providing our clients with access to some of the best investment managers in the alternatives industry.
  
  Genworth Financial Wealth Management, Inc. (GFWM), a wholly owned subsidiary of Genworth Financial, Inc. (NYSE: GNW), is a leader in meeting the increasingly complex needs of today's independent financial advisors. GNW recently acquired the Altegris group of affiliated companies, which operate as a division within GFWM.
  
  Responsibilities:
  • Maintain database of electronic documents and customer information
  • Provide “white-glove” service to internal and external customers and handle client requests and needs
  • Handle varied administration projects related to office facilities, shipping, etc.
  • Act as front desk and phone back-up
  
  Requirements:
  • Exceptional attention-to-detail and accuracy in data input
  • Strong ability to:
  o Take initiative
  o Work both independently and under the direction of different departments
  o Perform successfully under deadlines/pressure
  o Work collaboratively with others
  • Excellent verbal communication skills – a professional phone presence
  • Working knowledge of MS Office, including Word, Excel, PowerPoint
  • Bachelors degree
  
  Experience with the following is a plus:
  • Database management
  • Customer service
  • CRM software
  • HTML
  • Adobe Professional
  
  We offer:
  • A competitive salary
  • Excellent benefits, including medical, dental, and vision
  • Paid vacation
  • Flexible spending account
  • 401 (k) plan
  
  Altegris prides itself on its people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where these people can excel. We invite you to contact us at careers@altegris.com. EOE
  
  Download
• Sales VP and Alternative Investment Consultant
  Sales VP and Alternative Investment Consultant
  
  Altegris is a pre-eminent provider of alternative investments. Our mission is to find the best alternative investment managers and bring them to our clients through alternative mutual funds, private funds, and futures managed accounts. Our suite of products is sold through the intermediary channel, including wirehouses, independent broker/dealers and registered investment advisors. We also have a robust Private Client Group that works directly with high net worth individuals and family offices. The Altegris companies represent approximately $3.36 billion in client assets, and provide futures clearing services to accounts representing $774 million in institutional assets. We pride ourselves on our people and are strongly committed to our company motto: Trusted Alternatives. Intelligent Investing.
  
  Altegris is in a very exciting growth phase and is searching for a talented and motivated Sales VP and Alternative Investment Consultant to be an integral member of our Private Client Group sales team The right candidate must have the temperament to thrive in our high-velocity, demanding business culture and enjoy interacting with high-octane, committed co-workers who enjoy working together, value collaboration, and are passionate about providing our clients with access to some of the best investment managers in the alternatives industry.
  
  Genworth Financial Wealth Management, Inc. (GFWM), a wholly owned subsidiary of Genworth Financial, Inc. (NYSE: GNW), is a leader in meeting the increasingly complex needs of today's independent financial advisors. GNW recently acquired the Altegris group of affiliated companies, which operate as a division within GFWM.
  
  Responsibilities:
  
  Our Sales VP and Alternative Investment Consultant will focus on the high-net-worth market segment. Job duties include:
  
  • Introducing our hedge-fund products to our existing database of prospects and clients (we provide warm leads)
  • Building custom portfolios of hedge-fund products using our proprietary software
  • Demonstrating extensive knowledge of how products on the Altegris platform may complement other investment products
  • Actively networking with existing leads to identify potential prospects
  
  Requirements:
  
  • Proven, verifiable sales experience
  • Strong background in analyzing asset-allocation strategies
  • Working knowledge of alternative portfolio construction and how complementary strategies may be aligned
  • Ability to analyze various hedge-fund programs and find gaps of exposure
  • Strong computer skills and ability to rapidly learn new software packages
  • Series 7, 3, and 63 or 66 licenses
  
  Ideally, the candidate will also have:
  
  • Past sales experience in the hedge-fund industry
  • Prior relationships with hedge-fund clients
  • Familiarity with various statistical-analysis software (such as PerTrac)
  • A CAIA designation or desire to achieve the certification
  
  Competitive compensation and attractive payout schedule.
  
  We offer:
  • A competitive salary
  • Excellent benefits, including medical, dental, and vision
  • Paid vacation
  • Flexible spending account
  • 401 (k) plan
  
  Altegris prides itself on its people. We are looking for entrepreneurial, motivated team members and are committed to providing an environment where these people can excel. We invite you to contact us at careers@altegris.com. EOE
  
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