Advisor Consultant - Alternative Investments

Overview

Develops and sells alternative investment strategies to wealth channel clients.

Key Responsibilities

• team training
• client pitch
• capital raising
• sales partnerships
• relationship building
• pipeline management

Tasks

-Educates the organization's Generalist Sales Team on the available Alternative strategies to help market and sell Alternatives offerings. -Presents the enterprise's Alternative capabilities to Financial Advisors and Investors to attract new clients and reach operational objectives. -Raises capital for Nuveen’s Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office. -Partners with multiple channel sales teams within the enterprise to implement best sales practices and to ensure excellent service for clients. -Develops relationships with prospect firms within the private wealth channels in an effort to expand Alternative Strategies client portfolio. -Manages the Alternative Sales pipeline for an assigned region.

Requirements

• series 7
• series 63
• cfa
• bachelor's
• 5+ years
• detail-oriented

What You Bring

-FINRA Series 7 and Series 63 -Prior experience in real estate, private equity, hedge funds, fund of funds or private credit -Ability to work independently and as part of a team with minimal supervision -Experience marketing into private wealth channels (wire house, private banks, broker-dealers, RIAs) is preferred -Strong organizational, relationship management, communications and presentation skills -Minimum 5 years’ experience in the investment management industry specifically within business development in the Alternative Investments space -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 -SRC Indicator: Series 7; Series 63 -5+ Years Required; 7+ Years Preferred -Detail-oriented and highly motivated -University (Degree) Preferred

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About Nuveen, A Tiaa Company

-A global leader in asset management with expertise across fixed income, equities, and real estate. -Specializes in delivering innovative investment strategies for individuals, institutions, and those seeking long-term financial security. -Maintains a robust global footprint with operations across North America, Europe, and Asia. -Provides comprehensive portfolio management across sectors such as real estate, energy, and infrastructure. -Committed to sustainable growth and leverages deep market insights to create tailored solutions for clients. -Demonstrates a strong track record in both public and private markets, consistently helping clients achieve their financial goals.

Sector Specialisms