Alternative Investment Expert
4 days ago
Join The Charles Schwab Corporation in shaping the future of wealth management. As a Senior Manager, Alternative Investment Consultant, you will play a pivotal role in delivering exceptional client experiences and driving innovation in the private alternative investment landscape.
About the RoleThis is a unique opportunity to leverage your expertise in alternative investments and client-facing skills to drive business growth and client satisfaction. You will work closely with our ultra-high-net-worth (UHNW) Retail clients, providing tailored advice and guidance on incorporating alternative investments into their wealth management strategies.
Key Responsibilities- Deliver white-glove alternative investment experiences to UHNW clients
- Provide expert advice on private equity, private credit, hedge funds, and other alternative investments
- Collaborate with cross-functional teams to drive business growth and client satisfaction
- Stay up-to-date on industry trends and developments in alternative investments
To succeed in this role, you will need:
- Minimum 7 years of client-facing experience in Financial Services
- Bachelor's Degree required
- Series 7 and Series 66 licenses required
- Strong understanding of investment life cycles, risk, and portfolio modeling
- Excellent written and verbal communication skills
- Ability to work independently and collaboratively in a dynamic team environment
While not required, we welcome candidates with:
- Experience in alternative investments
- CAIA or CFA designations
- Familiarity with industry databases and tools
At The Charles Schwab Corporation, we are committed to fostering a culture of innovation, collaboration, and mutual respect. If you are a motivated and results-driven professional with a passion for alternative investments and client-facing work, we encourage you to apply for this exciting opportunity.
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