Alternative Investment Consultant
3 days ago
The Alternative Investment Consultant will be an integral part of the alternative investment product team, responsible for sourcing, selection, and delivery of hedge funds, private capital funds, real estate, commodities, and other esoteric fund investments.
Key Responsibilities- Enhance the product services and drive growth in platform assets through field engagement with financial advisors.
- Provide education on the use of alternative investments in client portfolios and product level details.
- Assist with development and planning of Partner-sponsored events and participate as subject matter expert on alternative investments.
- Remain apprised of current industry trends and research related to alternative investments, and inform changes to product strategy.
- Enhance the product offering set by sourcing and developing relationships with alternative investment managers.
- Must-have
- Working knowledge of alternative manager universe and be able to speak to the key benefits and risks of a wide range of alternative investment strategies.
- Advanced knowledge of financial markets and investment industry.
- Proficient with Microsoft Office and ability to adapt to changing technology.
- Self-directed and strong customer service orientation.
- Ability to travel.
- Series 7 and 66 (or 63/65), or the ability to obtain within 3 months.
- Nice-to-have
- Up to 10 years of financial markets experience.
- Experience within private wealth and/or broker-dealer.
- Advanced degree (MBA) or industry designations (CFA, CFP, CAIA).
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
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