Advisor Consultant - Alternative Investments

The Alternatives Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this job manages large projects and processes to maintain relationships with both current and prospective clients and to ensure the organization's offerings are well-positioned within the market and communicated consistently to relevant firms. This job also partners with the organization's Sales team to further efforts to sell and market the Alternatives Investments offerings by the organization.

Key Responsibilities and Duties

• Raises capital for Nuveen’s Alternative Strategies primarily within the Wealth Channels, including Wirehouses, 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.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 24

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
9IC