Alternative Investment Consultant

Job Description

The Global Alternatives Investments Solutions team is a growing part of the MIM value proposition to retail and wealth management clients. Our solutions are comprised of traditional illiquid and select semi liquid solutions across private credit, structured credit, real asset and private equity funds managed by our private markets team as well as select third party managers. We are seeking candidates for the position of Alternative Investment Business Consultant. A west coast coverage candidate would preferably be based in Los Angeles or San Francisco, and a Midwest candidate would preferably be based in Chicago. The candidates will be critical for the growth of the Alternative Investment Solutions business as subject matter experts and will directly work with financial advisors as well as work closely with our generalist business consultants to deliver solutions to financial advisors and their clients. What are the responsibilities of an Alternative Investments Specialist? Acts as the subject matter expert across all alternative investment and private market assets classes (private credit, structured credit, real asset and private equity) with a focus on supporting the private wealth/advised retail channel. Engage directly with financial advisors in assigned channel/territory and support existing wholesaler efforts to expand knowledge and use by appropriate advisors/retail investors on private markets and alternative investment solutions. Ability to deliver and convey complex investment solutions to advisors in manner that makes them understandable and relatable in both small settings or in larger groups. Manages a large territory and works closely with all levels of the sales organization Discusses portfolio allocation guidance, suitability, structuring and liquidity considerations for implementation into advisor portfolios Partners with key account managers and platform due diligence team to drive product placements, recommended list placements and allocations in model portfolios, as applicable Works with Training & Development to build an alternatives education platform for both internal sales professionals and external advisor clients Collaborates with various Investment, Strategy and Marketing teams to build content, collateral, and brand awareness campaigns. Supports strategic initiatives and projects on behalf of Alternatives Product Team Cultivates an understanding of the Alternatives ecosystem through ongoing interactions with internal and external clients and stakeholders Coordinates and collaborates with other Investment Specialists, as appropriate Engages in meeting preparation, prioritizing relevant information, and advising on presentation content and product positioning Produces expected sales results and activity levels as defined by manager Maintains an accurate and current log of all activities and opportunities in Salesforce CRM Represents MIM/JHI at conferences, events, and meetings in a professional manner What ideal qualifi

Required Skills