Alternative Investment Specialist
3 weeks ago
At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Manager, Alternative Investment Consultant, you'll play a critical role in helping our ultra-high-net-worth clients navigate the private alternative investment landscape and thoughtfully incorporate this asset class into their overall wealth management experience.
As a key member of our Wealth and Advice Solutions (WAS) organization, you'll work closely with our clients to understand their unique needs and goals, and provide tailored investment solutions to help them achieve their objectives.
With a strong focus on client education and advisory services, you'll have the opportunity to make a meaningful impact on our clients' financial lives and help them achieve their long-term goals.
What You'll Do:- Deliver a white-glove alternative investment experience to ultra-high-net-worth clients
- Provide expert advice and guidance on private alternative investments, including private equity, private credit, hedge funds, and private real estate
- Work closely with clients to understand their unique needs and goals, and develop tailored investment solutions to help them achieve their objectives
- Collaborate with cross-functional teams to ensure seamless delivery of investment solutions
- Minimum of 7 years of client-facing experience in financial services
- Bachelor's degree required
- Series 7 and Series 66 licenses required (or ability to obtain within 90 and 180 days, respectively)
At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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