Alternative Investment Consultant

Company: UBS Financial Services
Location: San Francisco
Posted on: May 24, 2025

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:

• 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
  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.
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Keywords: UBS Financial Services, Mountain View , Alternative Investment Consultant, Professions , San Francisco, California