Summary

The Investment Consultant role at Star Mountain Capital is responsible for supporting the external business development team by driving strategic relationship management initiatives for institutional and wealth clients. This role requires a deep understanding of private credit, secondaries, and private equity offerings, focusing on providing exceptional support to the external business development team and facilitating the achievement of growth and client acquisition goals.

Investment Consultant Responsibilities:

• Provide essential support to senior external professionals by working together to develop client relationship management strategies for new and existing institutional and Wealth relationships.
• Partner closely with the external team to strengthen relationships with clients and Financial Advisors by addressing their needs and ensuring seamless communication.
• Contribute to the success of external sales initiatives by meeting growth and new client acquisition goals.
• Provide excellent client service to existing and prospective clients and Financial Advisors by assisting with e-mail and phone communication.
• Facilitate the distribution of sales materials and updates to internal and external stakeholders, ensuring alignment with the external team’s goals.
• Collaborate with the external business development team to create regional campaigns and engage Centers of Influence.
• Play a lead role in client segmentation and ensure CRM data accuracy to support the external business development team’s client management efforts.
• Collaborate with other internal teams (e.g., investment team, compliance, client services, and marketing) to ensure alignment and comprehensive support for the external business development team.
• Mentor junior team members to enhance their ability to support the external business development team.
• Prioritization of time management skills to effectively manage multiple work streams and support the external business development team.
• Engage in learning and development through industry research and training.

Required Qualifications:

• 2-5+ years of experience in sales, asset management, or wealth management.
• Results-driven with a history of consistent success in meeting or exceeding sales goals.
• Strong interest in finance, investing, and business development.
• Proficient knowledge of alternative investments.
• Excited to work hard in an entrepreneurial, fast-paced environment, building a unique organization.
• Ability to handle multiple work streams and support senior professionals in complex sales cycles.
• Resilient team player with excellent communication skills.
• Strong verbal and written communication skills.
• Excellent organizational skills and follow-through while managing multiple projects.
• Demonstrated ability to work with a tireless work ethic.
• Strong attention to detail and a conscientious approach to sales.
• Extensive comprehension of the Microsoft Office suite.
• Bachelor’s Degree required; advanced degrees are preferred.
• Series 7 and 66 (or 7, 63, and 65) licenses will be required; advanced credentials (e.g., CFA, CAIA) are a plus.
• Location: Tampa, FL.
• Timing: Immediate.

Office Model:

Star Mountain Capital’s work model is designed to be in-office with a focus on team collaboration and apprenticeship style learning that connects our employees on many levels. Our team aligns to this model to increase meaningful moments that are not replicated in a remote experience. Employees who join our organization can count on this model to accelerate your onboarding, learning, and integration into the firm.

Compensation:

The exact salary will be determined based on the candidate’s qualifications, experience, and performance during the selection process. Employees are eligible for an annual discretionary bonus and other economics. Total compensation may vary by role, location, department, and individual performance. The firm is 100% employee owned providing for material economic wealth creation opportunity.

Benefits:

Star Mountain Capital is committed to a healthy and engaged workforce. Our benefits are constantly evolving to support our employees’ needs today and in the future. We offer a highly competitive medical, dental, and vision package. Select other benefits include: 50% coverage on monthly gym memberships, a cell phone stipend, tuition support of job-related designations and learning and development opportunities, and other bespoke benefits.

Interview Process

Thank you for your interest in a role at Star Mountain Capital. Please note that due to the high volume of applications we receive, we may not be able to respond to each one individually. If your resume is a match for the role you’ve applied for or other potential opportunities, we will reach to start the conversation. If you do not hear from us immediately, please understand that we are carefully reviewing all applications and will keep your resume on file for future opportunities that align with your experience and qualifications.

Please submit your resume through LinkedIn and if you would like to include additional information, such as a cover letter, previous projects, transcripts or references, you may submit this to careers@StarMountainCapital.com with the subject line: “Investment Consultant – Tampa, Florida – [Your Name]”.