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Advisor Relationships Manager – Alternative Investments
Job in
Oaks, Montgomery County, Pennsylvania, 19456, USA
Listed on 2026-06-18
Listing for:
SEI Investments Company
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A prominent investment firm located in Oaks, Pennsylvania is seeking an Investment Specialist to support advisor acquisition and drive allocations in alternative investment products. This role involves developing relationships with advisors and fund managers while educating them on the benefits and risks of alternative investments. The ideal candidate will have substantial sales experience, strong relationship management skills, and be capable of working independently in a fast-paced environment.
A Series 7 and 63 license is required, with additional financial designations being a plus.
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