Alternative Investment Consultant

3 days ago


Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time
Job Summary

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.
Requirements
  • 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).
What's in it for you?

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.



  • Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryWe are seeking a highly skilled Alternative Investment Consultant to join our team at RBC Wealth Management-US. This is an exciting opportunity to work with a fast-growing business line and contribute to the success of our alternative investment product team.Key ResponsibilitiesSourcing and selection of hedge funds, private capital funds, real...


  • Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryWe are seeking a skilled Alternative Investment Consultant to join our team at RBC Wealth Management-US. This role will be an integral part of our 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...


  • Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryRBC Capital Markets, LLC is seeking a skilled Alternative Investment Consultant to join our team. As a key member of our alternative investment product team, you will be responsible for sourcing, selecting, and delivering hedge funds, private capital funds, real estate, commodities, and other esoteric fund investments.Key ResponsibilitiesEnhance...


  • Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    AVP of Alternative Investments - Head of Private Debt Strategies | HybridAt Allianz Popular SL, our mission is to secure your future while fostering a culture of inclusivity and growth. We are dedicated to supporting our employees, customers, and communities through sustainable practices and innovative solutions.Key Responsibilities:Oversee the...


  • Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    AVP of Alternative Investments - Capital Markets & Sourcing | HybridAt Allianz Popular SL, our mission is to secure your future while fostering a culture of inclusivity and growth. We prioritize our employees by creating an environment where everyone can thrive and be recognized for their contributions. Our commitment extends to our customers through...

  • Investment Analyst

    4 weeks ago


    Minneapolis, Minnesota, United States Allianz Full time

    About the RoleWe are seeking a highly skilled Investment Analyst - Alternative Assets to join our AIM Capital Markets & Sourcing team. As a key member of our team, you will be responsible for performing analysis, supporting research, and making allocation recommendations for fund and asset manager selection and oversight for alternative assets.Key...


  • Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    Vice President of Alternative Investments - Capital Markets & Sourcing | HybridAt Allianz Popular SL, our mission is to secure your future while fostering a culture of inclusivity and growth. We are dedicated to supporting our employees, customers, and communities through innovative solutions and sustainable practices.Key Responsibilities:Oversee the...


  • Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    Vice President of Alternative Investments - Capital Markets & Sourcing | HybridAt Allianz Popular SL, our mission is to secure your future while fostering a culture of inclusivity and growth. We prioritize the well-being of our employees, customers, and community through sustainable practices and equitable opportunities.Key Responsibilities:Oversee the...


  • Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    Job Title: Alternative Assets Investment ManagerWe are seeking an experienced Alternative Assets Investment Manager to join our team at Allianz Popular SL. As a key member of our investment team, you will be responsible for leading the sourcing, due diligence, and execution of new investment opportunities in alternative assets.Key Responsibilities:Develop...


  • Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    Vice President of Alternative Investments - Capital Markets & Sourcing | HybridAt Allianz Popular SL, our mission is to secure your future while fostering a culture of inclusivity and growth. We prioritize our employees' well-being, our customers' needs, and our community's development through sustainable practices and equitable initiatives.Key...


  • Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    Vice President of Alternative Investments - Capital Markets & Sourcing | HybridAt Allianz Popular SL, our mission is to secure your future while fostering a culture of inclusivity and growth. We prioritize our employees' well-being, our customers' needs, and our community's health, all while committing to sustainability and social equity.Key...


  • Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    Job DescriptionAbout the RoleWe are seeking a highly experienced and skilled professional to lead our Alternative Assets team as the Head of Alternative Assets. This is a key role within our organization, responsible for driving the growth and success of our alternative assets business.Key ResponsibilitiesStrategic LeadershipDevelop and implement a...


  • Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    About the RoleWe are seeking a highly skilled and experienced professional to lead our Alternative Assets team as the Head of Alternative Assets. This is a key role that will be responsible for driving the growth and success of our alternative assets business.Key ResponsibilitiesLead the sourcing, due diligence, and execution of new investment opportunities...

  • Investment Associate

    3 weeks ago


    Minneapolis, Minnesota, United States Allianz Full time

    About the Role:We are seeking a highly skilled Investment Associate to join our Asset & Investment Management team at Allianz US Life. As an Investment Associate, you will play a key role in supporting the growth and success of our investment portfolio.Key Responsibilities:Perform in-depth analysis and research on alternative assets, including private debt,...


  • Minneapolis, Minnesota, United States Allianz US Life Full time

    Job Title: Senior Investment ManagerAt Allianz US Life, we're seeking a seasoned Senior Investment Manager to lead our alternative asset strategies. As a key member of our investment team, you'll be responsible for sourcing, due diligence, and execution of new investment opportunities.Key Responsibilities:Develop new relationships with asset managers and...


  • Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    About the RoleWe are seeking a highly experienced and skilled professional to lead our Alternative Assets team in Capital Markets and Sourcing. As the Head of Alternative Assets, you will be responsible for developing and executing strategies to grow and manage our alternative asset portfolio.Key ResponsibilitiesDevelop and implement investment strategies...


  • Minneapolis, Minnesota, United States Allianz US Life Full time

    About the RoleAt Allianz US Life, we're seeking an experienced Investment Manager to join our Asset and Investment Management team. As an Investment Manager, you will be responsible for leading the sourcing, due diligence, and execution of new investment opportunities and monitoring of in-force alternative asset strategies.Key ResponsibilitiesDevelop new...

  • Investment Consultant

    1 month ago


    Minneapolis, Minnesota, United States Wealth Enhancement Group Full time

    About Wealth Enhancement Group Wealth Enhancement Group is a premier independent wealth management firm dedicated to enhancing the financial well-being of our clients. Our commitment to excellence drives us to refine our personalized financial planning approach through our innovative Roundtable and UniFi processes, which surpass conventional methods. We...


  • Minneapolis, Minnesota, United States Midwest One Bank Full time

    Position Overview:At MidWestOne, we prioritize our people above all else. As a community bank, our culture is rooted in integrity and exceptional customer service. Our team members are the cornerstone of our achievements. If you seek to join an organization that values your contributions, nurtures your skills, and fosters your personal and professional...


  • Minneapolis, Minnesota, United States Selby Jennings Full time

    Private Equity Associate RoleWe are seeking a highly motivated and detail-oriented Private Equity Associate to join our team at Selby Jennings. As a Private Equity Associate, you will play a key role in supporting our deal team with financial modeling, valuation analysis, and returns analysis for various investment targets.Key Responsibilities:Conduct...