Join Charles Schwab as a Senior Manager, Alternative Investment Consultant, where you'll empower ultra-high-net-worth clients in navigating private alternative investments. Be part of a dynamic team that transforms wealth management and delivers exceptional service to clients with sophisticated financial needs.
Key Responsibilities
Deliver a white-glove alternative investment experience to UHNW clients
Help clients navigate the private alternative investment landscape
Incorporate alternative investments into clients' overall wealth management experience
Advise and educate clients to meet their financial goals
Required Qualifications
Minimum of 7 years of a client facing position within Financial Services
Bachelor’s Degree required
Series 7 required
Series 66 required
Preferred Qualifications
Advice experience in Alternative Investments strongly preferred
Understanding of investment life cycle, risk, and portfolio modeling
Familiarity with tax issues and liquidity management
Advanced education or professional designations preferred
CAIA or CFA, or progress towards, highly desirable
Familiarity with industry databases/tools
Excellent written communication, presentation, and facilitation skills
Inquisitive, analytical, a strategic thinker, proactive and solutions oriented
High-energy, positive, entrepreneurial in spirit while being goal-oriented and results-driven
Self-starter: takes initiative and can work independently
Well-organized and disciplined with high attention to detail
Flexible and adaptable in working with various business domains
Benefits & Perks
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance