Alternative Investment Consultant

🕒 May 1

🏄 California, Illinois, +1 more states – Remote

🏄 California – Remote 🌽 Illinois – Remote 🗽 New York – Remote

💵 $125k - $216.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

💸 Finance

⚕️ Healthcare Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Finance • Insurance • Healthcare Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Acts as the subject matter expert across all alternative investment and private market assets classes (private credit, structured credit, real asset and private equity) • Engage directly with financial advisors in assigned channel/territory and support existing wholesaler efforts • Ability to deliver and convey complex investment solutions to advisors in an understandable and relatable manner • Manages a large territory and works closely with all levels of the sales organization • Discusses portfolio allocation guidance, suitability, structuring and liquidity considerations for implementation into advisor portfolios • Partners with key account managers and platform due diligence team to drive product placements • Works with Training & Development to build an alternatives education platform • Collaborates with various Investment, Strategy and Marketing teams to build content, collateral, and brand awareness campaigns • Supports strategic initiatives and projects on behalf of Alternatives Product Team • Produces expected sales results and activity levels as defined by manager

🎯 Requirements

• A minimum of 4-6 years of experience in the alternative investment management industry • Direct experience in business development or as a specialist working directly with advisors • Prior experience in private credit, structured credit, real assets and/or private equity • Knowledge and experience with various investment structures including BDCs, interval funds, tender offer funds, NTRs and private placements • Experience selling into private wealth channels (wirehouses, private banks, broker-dealers, RIAs) • Strong knowledge of the operational functions for the private market subscription process including platforms like iCapital, CAIS, +SUBSCRIBE • Strong business development acumen; relationships with Alternatives stakeholders at key broker-dealer firms a plus • Exceptional communication skills; ability to effectively articulate complex topics internally and externally • Highly proficient in the capital markets and positioning alternatives as a portfolio allocation • Bachelor’s degree, FINRA Series 7 & 66 licenses required, CAIA or CFA preferred

🏖️ Benefits

• Health insurance • Dental insurance • Mental health support • Vision insurance • Short- and long-term disability • Life insurance • Adoption/surrogacy benefits • Wellness programs • Employee/family assistance plans • Retirement savings plans (including pension/401(k)) • Global share ownership plan with employer matching contributions • Generous paid time off (up to 11 paid holidays, 3 personal days, 150 hours of vacation, 40 hours of sick time)