Alternative Investment Expert

4 days ago


Chicago, Illinois, United States The Charles Schwab Corporation Full time
Unlock Your Potential as a Senior Manager, Alternative Investment Consultant

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 Role

This 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
Requirements

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
Preferred Qualifications

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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