AI Insight continues to expand, both in clients and in staff. Sherri Cooke and her team are looking for a Program Manager to assist in initial entry and ongoing updates of alternative investment programs into the AI Insight system.
Candidates should have alternative investment product knowledge, experience with offering documents, be comfortable reading and deciphering SEC filings, and possess a knack for details.
It’s all about having the right team in place.
Ms. Cooke, President and CEO of AI Insight, credits her firm’s growth to its exceptional team, which includes experienced industry veterans with backgrounds such as overseeing the distribution of alternative investments for one of the largest independent broker dealers, a managing director of a real estate asset management operations division, financial advisors, national accounts managers, and wholesalers.
The stars are lining up.
In addition, Ms. Cooke recognizes industry trends have contributed to AI Insight’s success.
Broker Dealers have increased awareness and higher standards for complex product training.
Sponsors are recognizing the need for transparency and frequent communications.
Financial Advisors are looking for education and guidance on documentation as it relates to product review.
Regulatory trends are leaning in the direction of increased product specific instruction and enhanced documentation as they relate to alternative investment products.
AI Insight’s search is nationwide. The Program Manager position is a work at home opportunity.
“We are proud of our unique and customized approach to working relationships and encourage conversations with our VP – Program Management [Mike Kell] for a full understanding of the requirements and possibilities associated with this position,” offered Ms. Cooke regarding this opening.
To learn more about AI Insight, click here.
To contact Mike Kell, email him at email@example.com