Jared King

Jared King Email and Phone Number

Vice President l Product Specialist Alternative Investments @ CAIS
Fairfield, CT, US
Jared King's Location
Fairfield, Connecticut, United States, United States
Jared King's Contact Details
About Jared King

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.

Jared King's Current Company Details
CAIS

Cais

View
Vice President l Product Specialist Alternative Investments
Fairfield, CT, US
Jared King Work Experience Details
  • Cais
    Vice President L Product Specialist Alternative Investments
    Cais
    Fairfield, Ct, Us
  • Cais
    Vice President L Product Specialist Alternative Investments At Cais
    Cais Aug 2022 - Present
    New York, New York, Us
  • Franklin Templeton
    Advisor Consultant
    Franklin Templeton Oct 2020 - Aug 2022
    San Mateo, California, Us
  • Legg Mason
    Business Development
    Legg Mason Oct 2014 - Sep 2020
    San 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
  • Oppenheimerfunds
    Regional Advisor Consultant
    Oppenheimerfunds Nov 2013 - Oct 2014
    Atlanta, 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
  • Oppenheimerfunds
    Isr
    Oppenheimerfunds May 2013 - Nov 2013
    Atlanta, 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
  • Wells Fargo Advisors Llc
    Financial Advisor
    Wells Fargo Advisors Llc Sep 2011 - Apr 2013
    St. Louis, Missouri, Us

Jared King Skills

Investments Retirement Planning Finance Series 7 Mutual Funds Asset Allocation Portfolio Management Insurance Capital Markets Loans Mortgage Lending Banking Equities Wealth Management Asset Management Alternative Investments Series 63 Securities Fixed Income Financial Services Leadership Financial Analysis Investment Strategies Financial Markets Hedge Funds Sales Business Development Retirement

Jared King Education Details

  • Midwestern State University
    Midwestern State University
    Bs
  • Midwestern State University
    Midwestern State University
    Bs

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.