Welcome page Returning Candidate? Log in Alternative Investment Consultant Job Locations US-CO-Lone Tree | US-TX-Westlake | US-AZ-Phoenix | US-IL-Chicago Requisition ID 2025-112698 Posted Date 3 hours ago(7/22/2025 10:25 AM) Category Sales & Relationship Management Salary Range USD $110,100.00 - $195,200.00 / Year Application deadline 7/29/2025 Position Type Full time Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

 

Schwab’s Wealth and Advice Solutions (WAS) organization is building and delivering an industry-leading wealth management experience. WAS’ vision and mission is to make wealth management more accessible, delivering for clients today while innovating for tomorrow. This position works within Schwab Wealth Advisory Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co. Inc. 

 

As a Senior Manager, Alternative Investment Consultant (AIC), you play a critical role in meeting a growing need to help our ultra-high-net-worth (UHNW) Retail clients navigate the private alternative investment landscape and thoughtfully incorporate this asset class into their overall wealth management experience. In this role, you will deliver a white-glove alternative investment experience to these UHNW clients who have sophisticated wealth management needs and are interested in investing in various alternative investments, including private equity, private credit, hedge funds, private real estate, and the like. If you have a passion for advising and educating clients, guiding them to meet their goals, as well as working cross-functionally within a dynamic, highly impactful team, this may be the role for you.

What you have

Required Qualifications:

Minimum of 7 years of a client facing position within Financial ServicesBachelor’s Degree requiredSeries 7 required (maybe obtained with a 90-day COE)Series 66 required (maybe obtained with a 180-day COE)

 

Preferred Qualifications:

Advice experience in Alternative Investments strongly preferredUnderstanding of investment life cycle, risk, and portfolio modelingFamiliarity with tax issues and liquidity managementAdvanced education or professional designations preferredCAIA or CFA, or progress towards, highly desirableFamiliarity with industry databases/toolsExcellent written communication, presentation, and facilitation skillsInquisitive, analytical, a strategic thinker, proactive and solutions orientedHigh-energy, positive, entrepreneurial in spirit while being goal-oriented and results-drivenSelf-starter: takes initiative and can work independentlyWell-organized and disciplined with high attention to detailFlexible and adaptable in working with various business domains Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

 

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.   Application FAQs

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