Alternative Investment Consultant

Manulife Financial Inc

Los Angeles, US
Base: $125,000.00 usd - $216,700.00 usd; bonus/equ...
On-site
Subject matter expert in alternative investments
Support private wealth/advised retail channel
Deliver complex investment solutions
Acts as the subject matter expert across all alternative investment and private market asset classes with a focus on supporting the private wealth/advised retail channel

Job Summary

  • Acts as the subject matter expert across all alternative investment and private market asset classes with a focus on supporting the private wealth/advised retail channel.
  • Engage directly with financial advisors in assigned channel/territory and support existing wholesaler efforts to expand knowledge and use by appropriate advisors/retail investors on private markets and alternative investment solutions.
  • We’ll empower you to learn and grow the career you want.

Matching Summary

Acts as the subject matter expert across all alternative investment and private market asset classes with a focus on supporting the private wealth/advised retail channel.

Salary

Base: $125,000.00 USD - $216,700.00 USD; Bonus/Equity: Incentive programs and incentive compensation tied to business and individual performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement savings plans, paid time off

Skills & Requirements

Must-have

  • Subject matter expert in alternative investments
  • Support private wealth/advised retail channel
  • Deliver complex investment solutions
  • Manage large sales territory
  • Discuss portfolio allocation guidance
  • Partner with key account managers
  • Build alternatives education platform

Nice-to-have

  • Relationships with Alternatives stakeholders
  • Passion for investments
  • Team player mentality

Key Requirements

  • 4-6 years of experience in alternative investment management
  • Direct experience in business development or specialist role
  • Prior experience in private credit, structured credit, real assets, and/or private equity
  • Knowledge of investment structures (BDCs, interval funds, etc.)
  • Experience selling into private wealth channels
  • FINRA Series 7 & 66 licenses required
  • Bachelor’s degree

Work Rights

Not specified

Tailored Resume

Cover Letter