Advisor Consultant - Alternative Investments
TIAA
- Cincinnati, OH
- Permanent
- Full-time
- Raises capital for TIAA's Alternative Strategies primarily within the Wealth Channels, including Warehouse, 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.
- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- SRC Indicator: Series 7; Series 63
- Physical Requirements: Sedentary Work
8ICRequired Qualifications
- Minimum 5 years’ experience in the investment management industry specifically within business development in the Alternative Investments space
- FINRA Series 7 and Series 63
- 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