Become a Brand Ambassador

The Role:

- The Brand Ambassador will develop and lead clients through capital raising efforts for our Silver Oak Fund. 

- You will be responsible for growing our client base with qualified high net worth, ultra-high net worth individuals or family offices.

- You will be a brand ambassador for The Silver Oak Fund. Ideally, (but not necessary) you will have an existing network of investors or relationships that you can bring to our fund who are seeking a diversified investment portfolio.

- Experience in financial investments  will allow you to leverage your contacts with an investment return to support your clients' long-term goals of wealth preservation.

Responsibilities:

- Be able to speak intelligently  to potential or existing investors about the Silver Oak Funds limited partnership.

- Grow individual client base of high net worth, ultra-high net worth or family offices. 

- Communicate and execute shared marketing plans and programs.

-Be able to speak intelligently  to our investors about the Silver Oak Fund and why they should invest

- Establish and maintain relationships with industry influencers, vital strategic partners, and clients. 

- Establish a professional network and maintain contacts and records of activity in our shared CRM software.

- Develop and recommend brand positioning and be our brand ambassador

- Support input for online and offline marketing materials for the company and our offerings

- Develop your own clear and measurable goals, report progress monthly, communicate final results and re-incorporate results to improve your acquisition cycle.

Qualifications: 

- Experience in managing relationships

- Client-oriented approach

- Excellent writing and communication paired with interpersonal skills

- Possess emotional intelligence 

- Ability to think creatively, strategically, and analytically

- Highly Motivated Self-Starter that likes Results

- Experience in sales and activity matrix concepts (training available with us)

- Willingness to roll up your sleeves and work hard  

* Independent Contractor