Alternative Investment Consultant

Manulife

Alternative Investment Business Consultant supporting financial advisors with expertise in private markets. Collaborating with sales teams to deliver and convey complex investment solutions effectively.

Posted 5/1/2026full-timeRemote • California, Illinois, New York • 🇺🇸 United StatesMid-LevelSenior💰 $125,000 - $216,700 per yearWebsite

About the role

Key responsibilities & impact

Acts as the subject matter expert across all alternative investment and private market assets classes (private credit, structured credit, real asset and private equity)
Engage directly with financial advisors in assigned channel/territory and support existing wholesaler efforts
Ability to deliver and convey complex investment solutions to advisors in an understandable and relatable manner
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
Works with Training & Development to build an alternatives education platform
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
Produces expected sales results and activity levels as defined by manager

Requirements

What you’ll need

A minimum of 4-6 years of experience in the alternative investment management industry
Direct experience in business development or as a specialist working directly with advisors
Prior experience in private credit, structured credit, real assets and/or private equity
Knowledge and experience with various investment structures including BDCs, interval funds, tender offer funds, NTRs and private placements
Experience selling into private wealth channels (wirehouses, private banks, broker-dealers, RIAs)
Strong knowledge of the operational functions for the private market subscription process including platforms like iCapital, CAIS, +SUBSCRIBE
Strong business development acumen; relationships with Alternatives stakeholders at key broker-dealer firms a plus
Exceptional communication skills; ability to effectively articulate complex topics internally and externally
Highly proficient in the capital markets and positioning alternatives as a portfolio allocation
Bachelor’s degree, FINRA Series 7 & 66 licenses required, CAIA or CFA preferred

Benefits

Comp & perks

Health insurance
Dental insurance
Mental health support
Vision insurance
Short- and long-term disability
Life insurance
Adoption/surrogacy benefits
Wellness programs
Employee/family assistance plans
Retirement savings plans (including pension/401(k))
Global share ownership plan with employer matching contributions
Generous paid time off (up to 11 paid holidays, 3 personal days, 150 hours of vacation, 40 hours of sick time)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

alternative investment managementprivate creditstructured creditreal assetsprivate equityinvestment structuresBDCinterval fundstender offer fundsprivate placements

Soft Skills

business developmentcommunication skillsrelationship managementcollaborationpresentation skillsstrategic thinkingproblem-solvingsales acumeneducational content developmentportfolio allocation guidance

Certifications

Bachelor's degreeFINRA Series 7FINRA Series 66CAIACFA