This role will support the growth of alternative investments across Wealth and Institutional channels, with a heavy focus on client service for intermediaries
Job Summary
This role will support the growth of alternative investments across Wealth and Institutional channels, with a heavy focus on client service for intermediaries.
The position is part of the Global Alternatives Distribution team and will report to the Head of Alternative Investment Solutions.
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Matching Summary
This role will support the growth of alternative investments across Wealth and Institutional channels, with a heavy focus on client service for intermediaries.
Salary
Base: $85,500.00 - $146,000.00; Bonus/Equity: Annual bonus eligibility; Benefits: Health and wellness benefits, Paid time off, Retirement plan
Skills & Requirements
Must-have
Client service for intermediaries
Alternatives distribution technology platforms
Subscription and account servicing workflows
Data and reporting processes
AI tools for business process automation
Nice-to-have
Collaborative culture
Spirit of generosity
Respects and values differences
Career path resources
Work-life balance enrichment
Key Requirements
Bachelor's degree or equivalent experience
Minimum 3+ years of Alts experience
Knowledge of Alternatives operations
Experience with U.S. investment distribution landscape