Jared King Email and Phone Number
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As a Vice President of Alternative Investments at CAIS, I leverage my experience 10+ years of experience in the financial services industry to help advisors access, select, and implement alternative investment solutions for their clients. I have a deep understanding of the alternative investments landscape, including hedge funds, private equity, private real estate, and private credit, and how they can enhance portfolio diversification, performance, and risk management.My mission is to simplify the business of advisors by providing them with a single relationship that offers perspective, guidance, and support on various investment opportunities and challenges. I partner with advisors and teams to understand their needs, goals, and preferences, and to deliver customized solutions that align with their value proposition and client base. I also leverage the resources and insights of CAIS, a leading platform for alternative investments, to provide advisors with access to high-quality products, education, research, and technology. I am passionate about empowering advisors to grow their business and serve their clients with excellence.
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Vice President L Product Specialist Alternative InvestmentsCaisFairfield, Ct, Us -
Vice President L Product Specialist Alternative Investments At CaisCais Aug 2022 - PresentNew York, New York, Us -
Advisor ConsultantFranklin Templeton Oct 2020 - Aug 2022San Mateo, California, Us -
Business DevelopmentLegg Mason Oct 2014 - Sep 2020San Mateo, California, Us• QS Investors Liaison to the US Distribution Team• Dedicated Market Metric Opportunity for my personal territory • Work with my Regional Director in Denver Metro Area to strategically develop and implement our teams’ business development plan, cultivate our assigned territory, foster new relationships, provide first-class customer service, and ultimately drive sales.• Cultivate, engage, and manage relationships with financial advisors by articulating Legg Mason’s value proposition, offering sales ideas, market intelligence, and product information and updates• Prospect new clients to evaluate and develop qualified leads• Use support systems Salesforce, Market Metrics, Albridge Data and Sales Prism to optimize opportunities• Grow and develop key account and national account relationships• Communicate, position product, and company information to assess financial needs and suitability with Legg Mason financial solutions• Analyze broker/dealer firm research and align with current products• Develop strategic sales campaigns with Regional Director -
Regional Advisor ConsultantOppenheimerfunds Nov 2013 - Oct 2014Atlanta, Ga, Us• Partner with Senior Advisor Consultant in Atlanta Metro to develop and prospect relationships with advisors• Articulate fund objectives, investment philosophy of portfolio managers, and capital markets.• Conduct consultative, relationship-building sales with financial advisors and other licensed professionals• Develop and execute sales plan strategies with the primary focus of prospecting new business• Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts• Use support systems SAMI, Sales Force, Market Metrics, and OppyApp to pinpoint best opportunities• Develop asset allocation strategies based on client objectives and risk tolerances• Analyze regional product sales trends within participating broker/dealer firms and among individual financial advisors• Work with various departments/individuals within the organization to provide service and complete campaign goals• Provide sales support for Senior Partner located in Atlanta• Create and develop sales campaigns with Senior Partner• Mentor and train new employees on navigating and leveraging corporate systems -
IsrOppenheimerfunds May 2013 - Nov 2013Atlanta, Ga, Us• Work with internal and external wholesaler partners in multiple regions across the country to help develop and prospect new relationships with advisors.• Articulate fund objectives; discuss financial markets (domestic and international) and portfolio strategies.• Handle daily administrative tasks to ensure maximum business efficiency, i.e. update and maintain contact management system• Work with various departments/individuals within the organization to provide ‘Best in Class’ service to our financial advisors -
Financial AdvisorWells Fargo Advisors Llc Sep 2011 - Apr 2013St. Louis, Missouri, Us
Jared King Skills
Jared King Education Details
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Midwestern State UniversityBs -
Midwestern State UniversityBs
Frequently Asked Questions about Jared King
What company does Jared King work for?
Jared King works for Cais
What is Jared King's role at the current company?
Jared King's current role is Vice President l Product Specialist Alternative Investments.
What is Jared King's email address?
Jared King's email address is jk****@****son.com
What is Jared King's direct phone number?
Jared King's direct phone number is +1 410-539*****
What schools did Jared King attend?
Jared King attended Midwestern State University, Midwestern State University.
What skills is Jared King known for?
Jared King has skills like Investments, Retirement Planning, Finance, Series 7, Mutual Funds, Asset Allocation, Portfolio Management, Insurance, Capital Markets, Loans, Mortgage Lending, Banking.
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