Alternative Investment Consultant

UBS Financial Services; San Francisco (CA); On-site; USD 225,000 - 300,000; Full time

Job summary

A leading financial services firm is looking for an Alternative Investment Consultant to drive sales and client support for alternative investments. The role involves managing a large territory, mentoring junior staff, and collaborating with fund partners. This position offers a competitive salary and flexible working arrangements, emphasizing a diverse and inclusive workplace.

Benefits

Flexible working arrangements

Part-time options

Job-sharing

Hybrid models

Qualifications

• 7-10 years of experience in alternative investment sales.
• Based in California or U.S. West Coast.

Responsibilities

• Sales, marketing, and ongoing client support for UBS Alternative Investments.
• Managing a large sales territory across the US West Coast.
• Collaborating with Alternative Investment Fund Partners.

Skills

Communication

Sales

Client Support

Mentoring

Education

Bachelor’s degree

Tools

Series 7 License

Series 63 License

Job description

Alternative Investment Consultant

Location: United States - California, San Francisco

Business Area: Asset Management, Business Development

Job Reference #: 318291BR

Job Type: Full Time

Your Role

Are you experienced and interested in Alternative Investments Sales? We are seeking an experienced team member responsible for:

1. Sales, marketing, and ongoing client support for UBS Alternative Investments
2. Managing a large sales territory across the US West Coast
3. Representing alternative investment solutions, including hedge funds, private equity, private credit, and real estate
4. Establishing, maintaining, and growing relationships with UBS Financial Advisors, their clients, and Field leadership
5. Collaborating with Alternative Investment Fund Partners on sales activities such as roadshows
6. Mentoring and developing younger sales team talent

Salary Information

San Francisco: $225,000 to $300,000. This role may also be eligible for discretionary incentive compensation. For more details, visit ubs.com/usbenefits.

Candidate Profile

• Bachelor’s degree (U.S. or equivalent) with 7-10 years of experience in alternative investment sales
• Series 7 and Series 63 licenses
• Excellent communication skills
• Strong work ethic and entrepreneurial mindset
• Based in California or the U.S. West Coast

About UBS

UBS is the world’s largest and only truly global wealth manager, operating in over 50 countries with major financial centers worldwide.

Join Us

We offer flexible working arrangements, including part-time, job-sharing, and hybrid models. Our culture emphasizes purpose, collaboration, and diversity. Be part of #teamUBS and make an impact!

Equal Opportunity Statement

UBS is an Equal Opportunity Employer, committed to diversity and inclusion in the workplace.