- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in Wealth and ... (Financial Advisors and Investment Strategists) on the depth and breadth of Alternative Investment solutions available to WIM High - net - worth and… more
- US Bank (Milwaukee, WI)
- …you are expected to have a basic understanding of the overall direction of USBFS' Alternative Investment ("AI") business , core services of AI, and ancillary ... discover what you excel at-all from Day One. **Job Description** US Bank's Alternative Investment Services Allocations department is responsible for the accurate… more
- Wells Fargo (Dallas, TX)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments ... group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, private equity, private real estate, private… more
- Lincoln Financial (Radnor, PA)
- …Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals ... Responding to distribution/key accounts requests. + Provide support for retirement business including conducting investment reviews with existing clients… more
- Charles Schwab (Orlando, FL)
- …efforts. Advisor Services Trading Operations is a team that reviews and processes Alternative Investment purchases and redemptions. The team is responsible for ... on matters relating to regulation, legislation, exemptions, filings and Schwab's Alternative Investment process, services, and policies. **What you'll do:**… more
- US Bank (Hackensack, NJ)
- …skills and discover what you excel at-all from Day One. **Job Description** Alternative Investments Associates and Accountants work as part of a team responsible for ... net asset value(s) and disseminate financial and performance information to the investment advisor and their investors. Acting as primary fund accountant on multiple… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …RJ clients. + Preparing product approval memos/presentations for use by the Alternative Investment Group Product Approval Committee, comprised of senior ... management. + Conducting onsite due diligence for existing and prospective alternative investment products. + Transferring product knowledge and expertise by… more
- Charles Schwab (Westlake, TX)
- …+ Bachelor's degree required **Preferred Qualifications** + Deep understanding of alternative investment products and strategies, distribution models for ... alternative investments, and demonstrated experience operating an alternative investment platform + A curious thinker...investment platform + A curious thinker with strong business judgment and analytical skills who, through grit, can… more
- Nuveen Investments (MI)
- …5 years' experience in the investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 ... in the investment management industry specifically within business development in the Alternative Investments space...support for those who need assistance with our online application process to provide an equal employment opportunity to… more
- CalSTRS (Sacramento, CA)
- …a Statement of Economic Interest (Form 700) (http://www.fppc.ca.gov/Form700.html) . ** Application Instructions** Completed applications and all required ... you choose to not apply electronically, a hard copy application package may be submitted through an alternative...only from phones equipped with a TTY Device. **Additional Application Instructions** + **Electronic applications through your… more