Advisor Consultant – Alternative Investments

Advisor Consultant – Alternative Investments

Requirements

• Minimum 5 years’ experience in the investment management industry specifically within business development in the Alternative Investments space
• FINRA Series 7 and Series 63

Responsibilities

• Raises capital for Nuveen’s Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office.
• Presents the enterprise’s Alternative capabilities to Financial Advisors and Investors to attract new clients and reach operational objectives.
• Partners with multiple channel sales teams within the enterprise to implement best sales practices and to ensure excellent service for clients.
• Educates the organization’s Generalist Sales Team on the available Alternative strategies to help market and sell Alternatives offerings.
• Manages the Alternative Sales pipeline for an assigned region.
• Develops relationships with prospect firms within the private wealth channels in an effort to expand Alternative Strategies client portfolio.

Preferred Qualifications

• 7+ years’ experience in the investment management industry specifically within business development in the Alternative Investments space
• Bachelor’s degree, or equivalent; Masters, CFA or CAIA a plus
• Experience marketing into private wealth channels (wire house, private banks, broker-dealers, RIAs) is preferred
• Prior experience in real estate, private equity, hedge funds, fund of funds or private credit
• Strong organizational, relationship management, communications and presentation skills
• Detail-oriented and highly motivated
• Ability to work independently and as part of a team with minimal supervision