ALTERNATIVE INVESTMENT CONSULTANT

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

Job summary

UBS Financial Services is seeking an experienced professional for Alternative Investments Sales. This full-time role includes supporting clients, managing a sales territory on the US West Coast, and working with various investment solutions. Ideal candidates should possess a bachelor's degree and significant industry experience, with licenses and a strong sales background.

Benefits

Flexible working arrangements

Hybrid work models

Emphasis on collaboration and diversity

Qualifications

• 7-10 years of experience in alternative investment sales.
• Series 7 and Series 63 licenses required.
• Based in California or the 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 on sales activities.

Skills

Sales

Marketing

Client support

Entrepreneurial mindset

Education

Bachelor’s degree (U.S. or equivalent)

Job description

Business

• Asset Management, Business Development

Job Reference # : 318291BR

• Full Time

Your Role

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

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

Salary Information

• 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
• 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.

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