Alternative Investment Consultant

UBS

240d • $170,000 - $215,000

About The Position

We are looking for an experienced team member to be responsible for the sales, marketing and ongoing client support for alternative investments offered by UBS Alternative Investments. This role involves managing a large sales territory across the US West Coast and serving as a subject matter expert representing alternative investment solutions, including hedge funds, private equity, private credit, and real estate. The successful candidate will establish, maintain, and grow relationships with UBS Financial Advisors and their clients, as well as with Field leadership. Collaboration with Alternative Investment Fund Partners on all sales activities, including roadshows, is also a key responsibility. Additionally, the candidate will mentor and help develop younger talent on the sales team.

Requirements

• Bachelor's degree (U.S. or equivalent)
• 7-10 years of experience in alternative investment sales
• Series 7 and Series 63 licenses
• Excellent written and verbal communication skills
• Strong work ethic with Entrepreneurial mindset

Responsibilities

• Responsible for the sales, marketing and ongoing client support for alternative investments offered by UBS Alternative Investments
• Manage a large sales territory across the US West Coast
• Serve as a subject matter expert representing alternative investment solutions, including hedge funds, private equity, private credit, and real estate
• Establish, maintain, and grow relationships with UBS Financial Advisors and their clients
• Establish, maintain and grow relationships with Field leadership
• Collaborate with Alternative Investment Fund Partners on all sales activities including roadshows
• Mentor and help develop younger talent on the sales team

Benefits

• Flexible working arrangements like part-time, job-sharing and hybrid (office and home) working
• Discretionary incentive compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree