Advisor Consultant – Alternative Investments

🔥 2 minutes ago

🏄 California, Illinois, +1 more states – Remote

🏄 California – Remote 🌽 Illinois – Remote 🤠 Texas – Remote

💵 $203k - $260k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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TIAA

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1918

🛡️ Insurance

💸 Finance

Insurance • Finance • Wealth Management

TIAA is a leading financial services company specializing in retirement planning and wealth management. The company offers a wide range of retirement products, including annuities and IRAs, designed to provide guaranteed lifetime income and secure financial futures for individuals. With over a century of experience, TIAA is one of the largest investment managers, responsible for $1. 2 trillion in assets under management. TIAA also engages in responsible investing and provides personalized financial advice to help customers optimize their investment portfolios. Their services are tailored for both individual and institutional clients, aiming to ensure a secure and confident retirement journey.

📋 Description

• Drive capital formation for Nuveen’s alternative investment strategies across wealth distribution channels • Represent Nuveen’s alternatives platform and explain investment capabilities, portfolio applications, and client value propositions • Partner with distribution, investment, product, and marketing teams to identify growth opportunities and deliver coordinated client experiences • Provide education and market insights on alternative strategies, industry trends, and portfolio implementation • Manage a regional business development pipeline and convert market opportunities into asset growth • Develop and maintain senior-level relationships with prospect and client firms • Expand Nuveen’s alternatives presence and strengthen commercial partnerships

🎯 Requirements

• 5+ years of experience in asset management, investment distribution, alternatives business development, institutional sales, wealth management, or a related financial services role • Ability to develop client relationships, manage a sales pipeline, and drive measurable business growth across intermediary or wealth distribution channels • Strong understanding of alternative investment strategies and their role in client portfolios, including private markets, real assets, private credit, income-oriented solutions, or related capabilities • Ability to communicate complex investment concepts clearly and credibly to financial advisors, intermediary platforms, RIAs, family offices, and sophisticated investors • Strong consultative selling, presentation, relationship management, and collaboration skills • Ability to travel within the assigned region • Series 7 and Series 63 registrations • University degree preferred • 7+ years of relevant experience preferred • Experience raising capital or supporting distribution for alternative investment strategies preferred • Established relationships with financial advisors, wirehouses, private banks, RIAs, family offices, or other wealth management platforms preferred • Familiarity with alternatives capabilities including real assets, private capital, real estate, credit, infrastructure, farmland, or timberland preferred • Bachelor’s degree preferred; advanced degree or investment-related designation preferred • Sedentary work physical requirements

🏖️ Benefits

• Superior retirement program • Competitive health benefits • Wellness offerings • Work-life offerings • Incentive program linked to performance, depending on the role • Annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans, depending on the role • Learning experiences and development pathways • AI tools and future-focused skills development